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Lebenthal Global Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-165
Closed -$17K – 288
2020
Q4 		$17K Buy
+165
New +$16.8K 0.01% 390

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lebenthal Global Advisors's FXH Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 165 shares — an estimated $17K sold.

Lebenthal Global Advisors first reported a position in FXH in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 165 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $17K.
  • Lebenthal Global Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Health Care AlphaDEX Fund position peaked at $17K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.