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Lake Point Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-155
Closed -$11K – 741
2018
Q4 		$11K Buy
+155
New +$11.7K ﹤0.01% 441

Other funds holding FXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Lake Point Wealth Management's FXH Position: Q1 2019 in Review

Lake Point Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2019, closing a stake of 155 shares — an estimated $11K sold.

Lake Point Wealth Management first reported a position in FXH in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 197 funds tracked by Wall St. Rank hold FXH as of Q1 2019.

  • Lake Point Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 155 First Trust Health Care AlphaDEX Fund shares in Q1 2019, an estimated $11K.
  • Lake Point Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $11K in Q4 2018.
  • 197 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.