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Squar Milner Financial Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-569
Closed -$42K – 789
2018
Q2 		$42K Buy
+569
New +$41.1K 0.04% 361

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's FXH Position: Q3 2018 in Review

Squar Milner Financial Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2018, closing a stake of 569 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in FXH in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 158 funds tracked by Wall St. Rank hold FXH as of Q3 2018.

  • Squar Milner Financial Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 569 First Trust Health Care AlphaDEX Fund shares in Q3 2018, an estimated $42K.
  • Squar Milner Financial Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's First Trust Health Care AlphaDEX Fund position peaked at $42K in Q2 2018.
  • 158 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.