Wealthfront’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wealthfront’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 Q3	–	Sell	-307	Closed	-$21K	–	1313
2015 Q2	$21K	Buy	307 +268	+687%	+$18.1K	﹤0.01%	619
2015 Q1	$3K	Buy	+39	New	+$2.48K	﹤0.01%	904

Other funds holding FXH

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Wealthfront's FXH Position: Q3 2015 in Review

Wealthfront sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2015, closing a stake of 307 shares — an estimated $21K sold.

Wealthfront first reported a position in FXH in Q1 2015 and held it in 2 quarters. The position peaked at $21K in Q2 2015. 145 funds tracked by Wall St. Rank hold FXH as of Q3 2015.

Wealthfront reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 307 First Trust Health Care AlphaDEX Fund shares in Q3 2015, an estimated $21K.
Wealthfront first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and held it in 2 quarters.
Wealthfront's First Trust Health Care AlphaDEX Fund position peaked at $21K in Q2 2015.
145 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.