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TRUE Private Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

TRUE Private 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
2016
Q1 		– Sell
-68,605
Closed -$4.15M – 132
2015
Q4 		$4.15M Buy
+68,605
New +$4.1M 1.82% 15

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's FXH Position: Q1 2016 in Review

TRUE Private Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2016, closing a stake of 68,605 shares — an estimated $4.15M sold.

TRUE Private Wealth Advisors first reported a position in FXH in Q4 2015 and held it in 1 quarter. The position peaked at $4.15M in Q4 2015. 129 funds tracked by Wall St. Rank hold FXH as of Q1 2016.

  • TRUE Private Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 68,605 First Trust Health Care AlphaDEX Fund shares in Q1 2016, an estimated $4.15M.
  • TRUE Private Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $4.15M in Q4 2015.
  • 129 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.