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Strategic Capital Alternatives’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Strategic Capital Alternatives’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
2014
Q4 		– Sell
-237
Closed -$13K – 177
2014
Q3 		$13K Buy
+237
New +$13K ﹤0.01% 366

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Strategic Capital Alternatives's FXH Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2014, closing a stake of 237 shares — an estimated $13K sold.

Strategic Capital Alternatives first reported a position in FXH in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 130 funds tracked by Wall St. Rank hold FXH as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 237 First Trust Health Care AlphaDEX Fund shares in Q4 2014, an estimated $13K.
  • Strategic Capital Alternatives first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's First Trust Health Care AlphaDEX Fund position peaked at $13K in Q3 2014.
  • 130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.