Wilbanks Smith & Thomas Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wilbanks Smith & Thomas Asset 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
2019 Q2	–	Sell	-5,875	Closed	-$449K	–	422
2019 Q1	$449K	Buy	+5,875	New	+$438K	0.03%	253
2018 Q4	–	Sell	-10,051	Closed	-$853K	–	711
2018 Q3	$853K	Buy	+10,051	New	+$803K	0.05%	181

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wilbanks Smith & Thomas Asset Management's FXH Position: Q2 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 5,875 shares — an estimated $449K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FXH in Q3 2018 and held it in 2 quarters. The position peaked at $853K in Q3 2018. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,875 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $449K.
Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $853K in Q3 2018.
180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.