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Verdence Capital Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Verdence Capital 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
2018
Q4 		– Sell
-3,588
Closed -$305K – 252
2018
Q3 		$305K Buy
+3,588
New +$286K 0.08% 203

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Verdence Capital Advisors's FXH Position: Q4 2018 in Review

Verdence Capital Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2018, closing a stake of 3,588 shares — an estimated $305K sold.

Verdence Capital Advisors first reported a position in FXH in Q3 2018 and held it in 1 quarter. The position peaked at $305K in Q3 2018. 191 funds tracked by Wall St. Rank hold FXH as of Q4 2018.

  • Verdence Capital Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Verdence Capital Advisors sold 3,588 First Trust Health Care AlphaDEX Fund shares in Q4 2018, an estimated $305K.
  • Verdence Capital Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Verdence Capital Advisors's First Trust Health Care AlphaDEX Fund position peaked at $305K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2018.

Based on Verdence Capital Advisors's 13F filing for Q4 2018, filed 25 Feb 2020.