Partnervest Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Partnervest Advisory 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
2017 Q1	–	Sell	-4,322	Closed	-$248K	–	202
2016 Q4	$248K	Buy	4,322 +378	+10%	+$21.9K	0.11%	168
2016 Q3	$240K	Buy	+3,944	New	+$240K	0.11%	178
2014 Q3	–	Sell	-336	Closed	-$18K	–	386
2014 Q2	$18K	Buy	+336	New	+$17.1K	0.01%	558

Other funds holding FXH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's FXH Position: Q1 2017 in Review

Partnervest Advisory Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2017, closing a stake of 4,322 shares — an estimated $248K sold.

Partnervest Advisory Services first reported a position in FXH in Q2 2014 and held it in 3 quarters. The position peaked at $248K in Q4 2016. 131 funds tracked by Wall St. Rank hold FXH as of Q1 2017.

Partnervest Advisory Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Partnervest Advisory Services sold 4,322 First Trust Health Care AlphaDEX Fund shares in Q1 2017, an estimated $248K.
Partnervest Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2014 and held it in 3 quarters.
Partnervest Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $248K in Q4 2016.
131 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2017.

Based on Partnervest Advisory Services's 13F filing for Q1 2017, filed 11 May 2017.