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

LexAurum 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
2020 Q1	–	Sell	-5,624	Closed	-$474K	–	216
2019 Q4	$474K	Buy	+5,624	New	+$445K	0.23%	104
2019 Q1	–	Sell	-15,554	Closed	-$1.07M	–	172
2018 Q4	$1.07M	Buy	+15,554	New	+$1.18M	0.83%	36

Other funds holding FXH

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LexAurum Advisors's FXH Position: Q1 2020 in Review

LexAurum Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 5,624 shares — an estimated $474K sold.

LexAurum Advisors first reported a position in FXH in Q4 2018 and held it in 2 quarters. The position peaked at $1.07M in Q4 2018. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

LexAurum Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
LexAurum Advisors sold 5,624 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $474K.
LexAurum Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
LexAurum Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.07M in Q4 2018.
186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on LexAurum Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.