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Summit Financial Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Summit Financial Wealth 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
2015
Q1 		– Sell
-225
Closed -$14K – 241
2014
Q4 		$14K Buy
+225
New +$13.1K 0.01% 192

Other funds holding FXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Summit Financial Wealth Advisors's FXH Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2015, closing a stake of 225 shares — an estimated $14K sold.

Summit Financial Wealth Advisors first reported a position in FXH in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 143 funds tracked by Wall St. Rank hold FXH as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 225 First Trust Health Care AlphaDEX Fund shares in Q1 2015, an estimated $14K.
  • Summit Financial Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $14K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.