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Thompson Siegel & Walmsley’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-114
Closed -$10K – 692
2019
Q4 		$10K Hold
114
– – ﹤0.01% 632
2019
Q3 		$8K Buy
+114
New +$8.69K ﹤0.01% 659

Other funds holding FXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $672B AUM 33.48% 1-Year Est. Return

Thompson Siegel & Walmsley's FXH Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 114 shares — an estimated $10K sold.

Thompson Siegel & Walmsley first reported a position in FXH in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

  • Thompson Siegel & Walmsley reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 114 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $10K.
  • Thompson Siegel & Walmsley first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's First Trust Health Care AlphaDEX Fund position peaked at $10K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.