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

WFG 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
2017 Q2	$219K	Sell	3,273 -581	-15%	-$37.3K	0.05%	350
2017 Q1	$241K	Hold	3,854	–	–	0.06%	297
2016 Q4	$221K	Sell	3,854 -2,743	-42%	-$159K	0.05%	353
2016 Q3	$401K	Sell	6,597 -168	-2%	-$10.2K	0.1%	211
2016 Q2	$399K	Sell	6,765 -2,685	-28%	-$156K	0.11%	197
2016 Q1	$527K	Sell	9,450 -97	-1%	-$5.24K	0.15%	159
2015 Q4	$577K	Buy	9,547 +222	+2%	+$13.3K	0.17%	144
2015 Q3	$543K	Buy	9,325 +587	+7%	+$39K	0.17%	140
2015 Q2	$602K	Buy	8,738 +285	+3%	+$19.3K	0.17%	135
2015 Q1	$567K	Buy	8,453 +566	+7%	+$36.1K	0.16%	146
2014 Q4	$475K	Buy	7,887 +2,857	+57%	+$167K	0.1%	230
2014 Q3	$281K	Sell	5,030 -18	-0.4%	-$987	0.05%	365
2014 Q2	$269K	Buy	5,048 +500	+11%	+$25.4K	0.05%	383
2014 Q1	$232K	Sell	4,548 -280	-6%	-$14.3K	0.05%	399
2013 Q4	$232K	Hold	4,828	–	–	0.03%	482
2013 Q3	$209K	Sell	4,828 -230	-5%	-$9.7K	0.03%	469
2013 Q2	$201K	Buy	+5,058	New	+$199K	0.03%	453

Other funds holding FXH

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's FXH Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 15% in Q2 2017, selling an estimated $37.3K and leaving 3,273 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #350.

WFG Advisors first reported a position in FXH in Q2 2013 and has held it in 17 quarters since. The position peaked at $602K in Q2 2015. 130 funds tracked by Wall St. Rank hold FXH as of Q2 2017.

WFG Advisors held 3,273 shares of First Trust Health Care AlphaDEX Fund worth $219K as of Q2 2017.
WFG Advisors sold 581 First Trust Health Care AlphaDEX Fund shares in Q2 2017, an estimated $37.3K.
First Trust Health Care AlphaDEX Fund made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #350 holding.
WFG Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's First Trust Health Care AlphaDEX Fund position peaked at $602K in Q2 2015.
130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.