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Israel Englander’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Israel Englander’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-30,000
Closed -$2.29M – 4174
2019
Q1 		$2.29M Buy
+30,000
New +$2.24M ﹤0.01% 2325

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Israel Englander's FXH Position: Q3 2020 in Review

Israel Englander sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2020, closing a stake of 4,439 shares — an estimated $400K sold.

Israel Englander first reported a position in FXH in Q4 2014 and held it in 12 quarters. The position peaked at $1.47M in Q3 2016. 201 funds tracked by Wall St. Rank hold FXH as of Q3 2020.

  • Israel Englander reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Israel Englander sold 4,439 First Trust Health Care AlphaDEX Fund shares in Q3 2020, an estimated $400K.
  • Israel Englander first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 12 quarters.
  • Israel Englander's First Trust Health Care AlphaDEX Fund position peaked at $1.47M in Q3 2016.
  • 201 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2020.

Based on Millennium Management's 13F filing for Q3 2020, filed 16 Nov 2020.