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Outlook Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Outlook Wealth 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
2019
Q1 		– Sell
-469
Closed -$323K – 155
2018
Q4 		$323K Buy
+469
New +$35.5K 0.15% 143

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Outlook Wealth Advisors's FXH Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2019, closing a stake of 469 shares — an estimated $323K sold.

Outlook Wealth Advisors first reported a position in FXH in Q4 2018 and held it in 1 quarter. The position peaked at $323K in Q4 2018. 197 funds tracked by Wall St. Rank hold FXH as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 469 First Trust Health Care AlphaDEX Fund shares in Q1 2019, an estimated $323K.
  • Outlook Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $323K in Q4 2018.
  • 197 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.