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

LBA 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
2017 Q1	–	Sell	-56	Closed	-$3K	–	455
2016 Q4	$3K	Hold	56	–	–	﹤0.01%	394
2016 Q3	$3K	Hold	56	–	–	﹤0.01%	404
2016 Q2	$3K	Hold	56	–	–	﹤0.01%	387
2016 Q1	$3K	Hold	56	–	–	﹤0.01%	377
2015 Q4	$3K	Buy	+56	New	+$3.34K	﹤0.01%	365

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

RJFSA

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

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LBA Wealth Management's FXH Position: Q1 2017 in Review

LBA Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2017, closing a stake of 56 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in FXH in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 131 funds tracked by Wall St. Rank hold FXH as of Q1 2017.

LBA Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 56 First Trust Health Care AlphaDEX Fund shares in Q1 2017, an estimated $3K.
LBA Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 5 quarters.
LBA Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $3K in Q4 2016.
131 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.