Rehmann Capital Advisory Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-299	Closed	-$23.2K	–	1834
2019 Q2	$23.2K	Hold	299	–	–	﹤0.01%	1099
2019 Q1	$22.8K	Buy	+299	New	+$22.3K	﹤0.01%	1081
2016 Q2	–	Sell	-7,022	Closed	-$391K	–	381
2016 Q1	$391K	Hold	7,022	–	–	0.08%	204
2015 Q4	$424K	Buy	7,022 +1,050	+18%	+$62.7K	0.09%	175
2015 Q3	$348K	Buy	5,972 +2,463	+70%	+$163K	0.08%	194
2015 Q2	$242K	Buy	3,509 +445	+15%	+$30.1K	0.06%	277
2015 Q1	$205K	Buy	+3,064	New	+$195K	0.05%	320

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Rehmann Capital Advisory Group's FXH Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2019, closing a stake of 299 shares — an estimated $23.2K sold.

Rehmann Capital Advisory Group first reported a position in FXH in Q1 2015 and held it in 7 quarters. The position peaked at $424K in Q4 2015. 171 funds tracked by Wall St. Rank hold FXH as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 299 First Trust Health Care AlphaDEX Fund shares in Q3 2019, an estimated $23.2K.
Rehmann Capital Advisory Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and held it in 7 quarters.
Rehmann Capital Advisory Group's First Trust Health Care AlphaDEX Fund position peaked at $424K in Q4 2015.
171 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.