VCP
FXH icon

Verus Capital Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Verus Capital Partners’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 		$96K Sell
1,299
-936
-42% -$76K 0.03% 326
2019
Q4 		$188K Buy
+2,235
New +$177K 0.06% 250

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $570B AUM 27.57% 1-Year Est. Return

Verus Capital Partners's FXH Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 42% in Q1 2020, selling an estimated $76K and leaving 1,299 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #326.

Verus Capital Partners first reported a position in FXH in Q4 2019 and has held it in 2 quarters since. The position peaked at $188K in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

  • Verus Capital Partners held 1,299 shares of First Trust Health Care AlphaDEX Fund worth $96K as of Q1 2020.
  • Verus Capital Partners sold 936 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $76K.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of Verus Capital Partners's portfolio in Q1 2020, its #326 holding.
  • Verus Capital Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust Health Care AlphaDEX Fund position peaked at $188K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.