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Westport Resources Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Westport Resources Management’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
-100
Closed -$6K – 765
2015
Q4 		$6K Hold
100
– – ﹤0.01% 766
2015
Q3 		$6K Hold
100
– – ﹤0.01% 795
2015
Q2 		$7K Buy
+100
New +$6.76K ﹤0.01% 783

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

Westport Resources Management's FXH Position: Q1 2016 in Review

Westport Resources Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2016, closing a stake of 100 shares — an estimated $6K sold.

Westport Resources Management first reported a position in FXH in Q2 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 129 funds tracked by Wall St. Rank hold FXH as of Q1 2016.

  • Westport Resources Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Westport Resources Management sold 100 First Trust Health Care AlphaDEX Fund shares in Q1 2016, an estimated $6K.
  • Westport Resources Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 3 quarters.
  • Westport Resources Management's First Trust Health Care AlphaDEX Fund position peaked at $7K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.