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Simply Money Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-175
Closed -$8K – 109
2013
Q3 		$8K Sell
175
-843
-83% -$35.6K ﹤0.01% 73
2013
Q2 		$40K Buy
+1,018
New +$40.1K 0.01% 75

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
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Simply Money Advisors's FXH Position: Q4 2013 in Review

Simply Money Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2013, closing a stake of 175 shares — an estimated $8K sold.

Simply Money Advisors first reported a position in FXH in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 86 funds tracked by Wall St. Rank hold FXH as of Q4 2013.

  • Simply Money Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 175 First Trust Health Care AlphaDEX Fund shares in Q4 2013, an estimated $8K.
  • Simply Money Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's First Trust Health Care AlphaDEX Fund position peaked at $40K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.