Johnson Financial Group Inc (Wisconsin)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2016 Q4	–	Sell	-340	Closed	-$21K	–	680
2016 Q3	$21K	Hold	340	–	–	﹤0.01%	490
2016 Q2	$20K	Hold	340	–	–	﹤0.01%	583
2016 Q1	$19K	Sell	340 -108	-24%	-$5.84K	﹤0.01%	515
2015 Q4	$27K	Buy	448 +120	+37%	+$7.17K	0.01%	482
2015 Q3	$19K	Hold	328	–	–	﹤0.01%	580
2015 Q2	$23K	Hold	328	–	–	﹤0.01%	586
2015 Q1	$22K	Buy	+328	New	+$20.9K	﹤0.01%	597

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FXH Position: Q4 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2016, closing a stake of 340 shares — an estimated $21K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FXH in Q1 2015 and held it in 7 quarters. The position peaked at $27K in Q4 2015. 116 funds tracked by Wall St. Rank hold FXH as of Q4 2016.

Johnson Financial Group Inc (Wisconsin) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 340 First Trust Health Care AlphaDEX Fund shares in Q4 2016, an estimated $21K.
Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s First Trust Health Care AlphaDEX Fund position peaked at $27K in Q4 2015.
116 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2016, filed 2 Feb 2017.