Pinnacle Financial Partners (Tennessee)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-450	Closed	-$31K	–	243
2015 Q2	$31K	Hold	450	–	–	0.01%	223
2015 Q1	$30K	Buy	+450	New	+$28.7K	0.01%	215

Other funds holding FXH

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

RJFSA

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s FXH Position: Q3 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2015, closing a stake of 450 shares — an estimated $31K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FXH in Q1 2015 and held it in 2 quarters. The position peaked at $31K in Q2 2015. 145 funds tracked by Wall St. Rank hold FXH as of Q3 2015.

Pinnacle Financial Partners (Tennessee) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 450 First Trust Health Care AlphaDEX Fund shares in Q3 2015, an estimated $31K.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and held it in 2 quarters.
Pinnacle Financial Partners (Tennessee)'s First Trust Health Care AlphaDEX Fund position peaked at $31K in Q2 2015.
145 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2015, filed 6 Nov 2015.