MUFG Americas’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

MUFG Americas’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
2015 Q4	–	Sell	-174	Closed	-$10K	–	1120
2015 Q3	$10K	Buy	+174	New	+$11.5K	﹤0.01%	855
2014 Q2	–	Sell	-25	Closed	-$1K	–	1176
2014 Q1	$1K	Buy	+25	New	+$1.27K	﹤0.01%	1096

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MUFG Americas's FXH Position: Q4 2015 in Review

MUFG Americas sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2015, closing a stake of 174 shares — an estimated $10K sold.

MUFG Americas first reported a position in FXH in Q1 2014 and held it in 2 quarters. The position peaked at $10K in Q3 2015. 150 funds tracked by Wall St. Rank hold FXH as of Q4 2015.

MUFG Americas reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
MUFG Americas sold 174 First Trust Health Care AlphaDEX Fund shares in Q4 2015, an estimated $10K.
MUFG Americas first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2014 and held it in 2 quarters.
MUFG Americas's First Trust Health Care AlphaDEX Fund position peaked at $10K in Q3 2015.
150 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2015.

Based on MUFG Americas's 13F filing for Q4 2015, filed 10 Feb 2016.