Insight Capital Research & Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,253
| Closed | -$259K | – | 123 |
|
|
2016
Q3 | $259K | Hold |
4,253
| – | – | 0.12% | 95 |
|
|
2016
Q2 | $251K | Hold |
4,253
| – | – | 0.09% | 97 |
|
|
2016
Q1 | $237K | Sell |
4,253
-1,301
| -23% | -$72.5K | 0.07% | 93 |
|
|
2015
Q4 | $336K | Hold |
5,554
| – | – | 0.1% | 91 |
|
|
2015
Q3 | $323K | Hold |
5,554
| – | – | 0.1% | 86 |
|
|
2015
Q2 | $382K | Hold |
5,554
| – | – | 0.1% | 94 |
|
|
2015
Q1 | $372K | Hold |
5,554
| – | – | 0.09% | 110 |
|
|
2014
Q4 | $335K | Hold |
5,554
| – | – | 0.09% | 120 |
|
|
2014
Q3 | $310K | Buy |
+5,554
| New | +$310K | 0.08% | 110 |
|