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Mountain Capital Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-377
Closed -$25K – 171
2017
Q3 		$25K Hold
377
– – 0.02% 162
2017
Q2 		$25K Buy
+377
New +$24.2K 0.02% 184

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mountain Capital Investment Advisors's FXH Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2017, closing a stake of 377 shares — an estimated $25K sold.

Mountain Capital Investment Advisors first reported a position in FXH in Q2 2017 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 143 funds tracked by Wall St. Rank hold FXH as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 377 First Trust Health Care AlphaDEX Fund shares in Q4 2017, an estimated $25K.
  • Mountain Capital Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $25K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.