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Winslow Evans & Crocker’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Winslow Evans & Crocker’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
Q4 		$467K Buy
4,330
+2,720
+169% +$277K 0.09% 209
2020
Q3 		$153K Buy
1,610
+165
+11% +$15.5K 0.04% 302
2020
Q2 		$130K Sell
1,445
-1
-0.1% -$86 0.03% 316
2020
Q1 		$108K Sell
1,446
-50
-3% -$4.06K 0.04% 317
2019
Q4 		$126K Sell
1,496
-74
-5% -$5.86K 0.03% 356
2019
Q3 		$118K Hold
1,570
– – 0.03% 363
2019
Q2 		$122K Buy
1,570
+134
+9% +$9.96K 0.03% 359
2019
Q1 		$110K Hold
1,436
– – 0.03% 367
2018
Q4 		$100K Sell
1,436
-400
-22% -$30.3K 0.03% 351
2018
Q3 		$156K Hold
1,836
– – 0.05% 295
2018
Q2 		$138K Hold
1,836
– – 0.04% 318
2018
Q1 		$127K Hold
1,836
– – 0.04% 314
2017
Q4 		$128K Hold
1,836
– – 0.04% 325
2017
Q3 		$124K Sell
1,836
-1,632
-47% -$109K 0.04% 325
2017
Q2 		$232K Sell
3,468
-1,466
-30% -$94.2K 0.06% 291
2017
Q1 		$308K Sell
4,934
-214
-4% -$13.1K 0.1% 221
2016
Q4 		$295K Sell
5,148
-612
-11% -$35.4K 0.09% 232
2016
Q3 		$350K Sell
5,760
-50
-0.9% -$3.04K 0.1% 205
2016
Q2 		$342K Buy
5,810
+680
+13% +$39.4K 0.1% 197
2016
Q1 		$286K Hold
5,130
– – 0.09% 214
2015
Q4 		$310K Sell
5,130
-1,476
-22% -$88.1K 0.09% 220
2015
Q3 		$384K Sell
6,606
-126
-2% -$8.36K 0.12% 175
2015
Q2 		$463K Sell
6,732
-1,020
-13% -$69K 0.13% 175
2015
Q1 		$520K Sell
7,752
-1,296
-14% -$82.6K 0.15% 155
2014
Q4 		$545K Buy
9,048
+5,434
+150% +$317K 0.16% 149
2014
Q3 		$202K Buy
3,614
+137
+4% +$7.51K 0.06% 305
2014
Q2 		$185K Sell
3,477
-1,428
-29% -$72.6K 0.06% 270
2014
Q1 		$250K Buy
4,905
+1,284
+35% +$65.4K 0.09% 237
2013
Q4 		$174K Buy
+3,621
New +$165K 0.06% 290

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's FXH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 169% in Q4 2020, buying an estimated $277K and bringing the position to 4,330 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #209.

Winslow Evans & Crocker first reported a position in FXH in Q4 2013 and has held it in 29 quarters since. The position peaked at $545K in Q4 2014. 226 funds tracked by Wall St. Rank hold FXH as of Q4 2020.

  • Winslow Evans & Crocker held 4,330 shares of First Trust Health Care AlphaDEX Fund worth $467K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,720 First Trust Health Care AlphaDEX Fund shares in Q4 2020, an estimated $277K.
  • First Trust Health Care AlphaDEX Fund made up 0.09% of Winslow Evans & Crocker's portfolio in Q4 2020, its #209 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's First Trust Health Care AlphaDEX Fund position peaked at $545K in Q4 2014.
  • 226 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.