Investors Capital Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-4,716
Closed -$274K 726
2015
Q3
$274K Buy
4,716
+780
+20% +$51.8K 0.06% 473
2015
Q2
$270K Buy
+3,936
New +$266K 0.05% 515

Other funds holding FXH

Investors Capital Advisory Services's FXH Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2015, closing a stake of 4,716 shares — an estimated $274K sold.

Investors Capital Advisory Services first reported a position in FXH in Q2 2015 and held it in 2 quarters. The position peaked at $274K in Q3 2015. 150 funds tracked by Wall St. Rank hold FXH as of Q4 2015.

  • Investors Capital Advisory Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 4,716 First Trust Health Care AlphaDEX Fund shares in Q4 2015, an estimated $274K.
  • Investors Capital Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 2 quarters.
  • Investors Capital Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $274K in Q3 2015.
  • 150 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.