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

Mission 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
2019
Q2 		– Sell
-3,590
Closed -$274K – 325
2019
Q1 		$274K Buy
+3,590
New +$268K 0.03% 241

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Mission Wealth Management's FXH Position: Q2 2019 in Review

Mission Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 3,590 shares — an estimated $274K sold.

Mission Wealth Management first reported a position in FXH in Q1 2019 and held it in 1 quarter. The position peaked at $274K in Q1 2019. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

  • Mission Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Mission Wealth Management sold 3,590 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $274K.
  • Mission Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Mission Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $274K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Mission Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.