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Northwestern Mutual Investment Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Northwestern Mutual Investment Services’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
Q3 		– Sell
-208
Closed -$14K – 346
2015
Q2 		$14K Buy
+208
New +$14.1K ﹤0.01% 32

Other funds holding FXH

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

Northwestern Mutual Investment Services's FXH Position: Q3 2015 in Review

Northwestern Mutual Investment Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2015, closing a stake of 208 shares — an estimated $14K sold.

Northwestern Mutual Investment Services first reported a position in FXH in Q2 2015 and held it in 1 quarter. The position peaked at $14K in Q2 2015. 145 funds tracked by Wall St. Rank hold FXH as of Q3 2015.

  • Northwestern Mutual Investment Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 208 First Trust Health Care AlphaDEX Fund shares in Q3 2015, an estimated $14K.
  • Northwestern Mutual Investment Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's First Trust Health Care AlphaDEX Fund position peaked at $14K in Q2 2015.
  • 145 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2015, filed 16 Nov 2015.