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Parkside Financial Bank & Trust’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Parkside Financial Bank & Trust’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
2016
Q1 		– Sell
-715
Closed -$43K – 1059
2015
Q4 		$43K Buy
+715
New +$42.7K 0.02% 348

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parkside Financial Bank & Trust's FXH Position: Q1 2016 in Review

Parkside Financial Bank & Trust sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2016, closing a stake of 715 shares — an estimated $43K sold.

Parkside Financial Bank & Trust first reported a position in FXH in Q4 2015 and held it in 1 quarter. The position peaked at $43K in Q4 2015. 129 funds tracked by Wall St. Rank hold FXH as of Q1 2016.

  • Parkside Financial Bank & Trust reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 715 First Trust Health Care AlphaDEX Fund shares in Q1 2016, an estimated $43K.
  • Parkside Financial Bank & Trust first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's First Trust Health Care AlphaDEX Fund position peaked at $43K in Q4 2015.
  • 129 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2016.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2016, filed 3 May 2016.