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Rowland Carmichael Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Rowland Carmichael Advisors’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
2016
Q2 		– Sell
-890
Closed -$50K – 302
2016
Q1 		$50K Buy
+890
New +$48.1K 0.05% 170

Other funds holding FXH

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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

Rowland Carmichael Advisors's FXH Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2016, closing a stake of 890 shares — an estimated $50K sold.

Rowland Carmichael Advisors first reported a position in FXH in Q1 2016 and held it in 1 quarter. The position peaked at $50K in Q1 2016. 130 funds tracked by Wall St. Rank hold FXH as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 890 First Trust Health Care AlphaDEX Fund shares in Q2 2016, an estimated $50K.
  • Rowland Carmichael Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's First Trust Health Care AlphaDEX Fund position peaked at $50K in Q1 2016.
  • 130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.