PRW Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-358	Closed	-$27K	–	298
2019 Q1	$27K	Hold	358	–	–	0.03%	214
2018 Q4	$25K	Buy	+358	New	+$27.1K	0.03%	212

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

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

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

RJA

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PRW Wealth Management's FXH Position: Q2 2019 in Review

PRW Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 358 shares — an estimated $27K sold.

PRW Wealth Management first reported a position in FXH in Q4 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2019. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

PRW Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 358 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $27K.
PRW Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $27K in Q1 2019.
180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.