People's United Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

People's United Financial’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 Q3	–	Sell	-800	Closed	-$53K	–	670
2017 Q2	$53K	Hold	800	–	–	﹤0.01%	728
2017 Q1	$50K	Hold	800	–	–	﹤0.01%	728
2016 Q4	$46K	Hold	800	–	–	﹤0.01%	716
2016 Q3	$49K	Hold	800	–	–	﹤0.01%	571
2016 Q2	$47K	Hold	800	–	–	﹤0.01%	566
2016 Q1	$45K	Sell	800 -250	-24%	-$13.5K	﹤0.01%	573
2015 Q4	$63K	Sell	1,050 -300	-22%	-$17.9K	﹤0.01%	553
2015 Q3	$79K	Hold	1,350	–	–	﹤0.01%	508
2015 Q2	$93K	Hold	1,350	–	–	﹤0.01%	503
2015 Q1	$90K	Buy	1,350 +150	+13%	+$9.56K	﹤0.01%	494
2014 Q4	$72K	Sell	1,200 -400	-25%	-$23.3K	﹤0.01%	518
2014 Q3	$89K	Hold	1,600	–	–	﹤0.01%	497
2014 Q2	$85K	Sell	1,600 -425	-21%	-$21.6K	﹤0.01%	507
2014 Q1	$103K	Sell	2,025 -400	-16%	-$20.4K	0.01%	453
2013 Q4	$117K	Hold	2,425	–	–	0.01%	441
2013 Q3	$105K	Sell	2,425 -250	-9%	-$10.5K	0.01%	439
2013 Q2	$106K	Buy	+2,675	New	+$105K	0.01%	423

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

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

RJFSA

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

People's United Financial's FXH Position: Q3 2017 in Review

People's United Financial sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2017, closing a stake of 800 shares — an estimated $53K sold.

People's United Financial first reported a position in FXH in Q2 2013 and held it in 17 quarters. The position peaked at $117K in Q4 2013. 131 funds tracked by Wall St. Rank hold FXH as of Q3 2017.

People's United Financial reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 800 First Trust Health Care AlphaDEX Fund shares in Q3 2017, an estimated $53K.
People's United Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 17 quarters.
People's United Financial's First Trust Health Care AlphaDEX Fund position peaked at $117K in Q4 2013.
131 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.