Measured Wealth Private Client Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Measured Wealth Private Client Group’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
2018 Q4	–	Sell	-760	Closed	-$65K	–	326
2018 Q3	$65K	Buy	+760	New	+$60.7K	0.04%	293

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

RJFSA

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Measured Wealth Private Client Group's FXH Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2018, closing a stake of 760 shares — an estimated $65K sold.

Measured Wealth Private Client Group first reported a position in FXH in Q3 2018 and held it in 1 quarter. The position peaked at $65K in Q3 2018. 191 funds tracked by Wall St. Rank hold FXH as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 760 First Trust Health Care AlphaDEX Fund shares in Q4 2018, an estimated $65K.
Measured Wealth Private Client Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Health Care AlphaDEX Fund position peaked at $65K in Q3 2018.
191 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.