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Legacy Private Trust’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Legacy Private Trust’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
2013
Q4 		– Sell
-10,120
Closed -$438K – 208
2013
Q3 		$438K Hold
10,120
– – 0.09% 131
2013
Q2 		$402K Buy
+10,120
New +$399K 0.09% 131

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
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Private Trust's FXH Position: Q4 2013 in Review

Legacy Private Trust sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2013, closing a stake of 10,120 shares — an estimated $438K sold.

Legacy Private Trust first reported a position in FXH in Q2 2013 and held it in 2 quarters. The position peaked at $438K in Q3 2013. 86 funds tracked by Wall St. Rank hold FXH as of Q4 2013.

  • Legacy Private Trust reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 10,120 First Trust Health Care AlphaDEX Fund shares in Q4 2013, an estimated $438K.
  • Legacy Private Trust first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Legacy Private Trust's First Trust Health Care AlphaDEX Fund position peaked at $438K in Q3 2013.
  • 86 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.