SPC Financial Inc’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

SPC Financial Inc’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
2020 Q2	–	Sell	-6,800	Closed	-$503K	–	133
2020 Q1	$503K	Buy	+6,800	New	+$552K	0.13%	86
2019 Q2	–	Sell	-9,095	Closed	-$695K	–	131
2019 Q1	$695K	Buy	9,095 +5,535	+155%	+$413K	0.15%	77
2018 Q4	$245K	Buy	+3,560	New	+$270K	0.07%	110
2016 Q1	–	Sell	-21,805	Closed	-$1.32M	–	108
2015 Q4	$1.32M	Buy	21,805 +1,505	+7%	+$89.9K	0.52%	44
2015 Q3	$1.18M	Sell	20,300 -95	-0.5%	-$6.31K	0.51%	49
2015 Q2	$1.4M	Sell	20,395 -390	-2%	-$26.4K	0.39%	53
2015 Q1	$1.39M	Buy	20,785 +4,190	+25%	+$267K	0.38%	55
2014 Q4	$1M	Buy	16,595 +1,440	+10%	+$84K	0.29%	63
2014 Q3	$845K	Sell	15,155 -95	-0.6%	-$5.21K	0.25%	65
2014 Q2	$812K	Sell	15,250 -960	-6%	-$48.8K	0.23%	68
2014 Q1	$826K	Buy	16,210 +2,560	+19%	+$130K	0.25%	62
2013 Q4	$656K	Buy	13,650 +675	+5%	+$30.9K	0.21%	68
2013 Q3	$562K	Sell	12,975 -520	-4%	-$21.9K	0.2%	69
2013 Q2	$536K	Buy	+13,495	New	+$531K	0.21%	67

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

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

RJFSA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SPC Financial Inc's FXH Position: Q2 2020 in Review

SPC Financial Inc sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020, closing a stake of 6,800 shares — an estimated $503K sold.

SPC Financial Inc first reported a position in FXH in Q2 2013 and held it in 14 quarters. The position peaked at $1.4M in Q2 2015. 202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

SPC Financial Inc reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
SPC Financial Inc sold 6,800 First Trust Health Care AlphaDEX Fund shares in Q2 2020, an estimated $503K.
SPC Financial Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 14 quarters.
SPC Financial Inc's First Trust Health Care AlphaDEX Fund position peaked at $1.4M in Q2 2015.
202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on SPC Financial Inc's 13F filing for Q2 2020, filed 24 Jul 2020.