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Oak Grove Capital’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Oak Grove Capital’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
Q2 		– Sell
-180
Closed -$12K – 164
2018
Q1 		$12K Buy
+180
New +$13K 0.01% 111

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Grove Capital's FXH Position: Q2 2018 in Review

Oak Grove Capital sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2018, closing a stake of 180 shares — an estimated $12K sold.

Oak Grove Capital first reported a position in FXH in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 148 funds tracked by Wall St. Rank hold FXH as of Q2 2018.

  • Oak Grove Capital reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Oak Grove Capital sold 180 First Trust Health Care AlphaDEX Fund shares in Q2 2018, an estimated $12K.
  • Oak Grove Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Oak Grove Capital's First Trust Health Care AlphaDEX Fund position peaked at $12K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2018.

Based on Oak Grove Capital's 13F filing for Q2 2018, filed 9 Nov 2018.