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Pekin Hardy Strauss’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pekin Hardy Strauss’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
Q1 		– Sell
-53,208
Closed -$3.21M – 184
2014
Q4 		$3.21M Buy
+53,208
New +$3.1M 0.47% 44

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Pekin Hardy Strauss's FXH Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2015, closing a stake of 53,208 shares — an estimated $3.21M sold.

Pekin Hardy Strauss first reported a position in FXH in Q4 2014 and held it in 1 quarter. The position peaked at $3.21M in Q4 2014. 143 funds tracked by Wall St. Rank hold FXH as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 53,208 First Trust Health Care AlphaDEX Fund shares in Q1 2015, an estimated $3.21M.
  • Pekin Hardy Strauss first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's First Trust Health Care AlphaDEX Fund position peaked at $3.21M in Q4 2014.
  • 143 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.