Advocacy Wealth Management Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Advocacy Wealth Management Services’s Portfolio FXG Stock Details FXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-38	Closed	-$2K	–	316
2016 Q4	$2K	Sell	38 -62	-62%	-$2.81K	﹤0.01%	276
2016 Q3	$5K	Sell	100 -55	-35%	-$2.64K	﹤0.01%	324
2016 Q2	$7K	Buy	+155	New	+$7.26K	﹤0.01%	319
2013 Q3	$19K	Hold	588	–	–	0.05%	185
2013 Q2	$18K	Buy	+588	New	+$18.2K	0.07%	151

Other funds holding FXG

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

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

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

RJA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advocacy Wealth Management Services's FXG Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2017, closing a stake of 38 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in FXG in Q2 2013 and held it in 5 quarters. The position peaked at $19K in Q3 2013. 119 funds tracked by Wall St. Rank hold FXG as of Q1 2017.

Advocacy Wealth Management Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 38 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2017, an estimated $2K.
Advocacy Wealth Management Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $19K in Q3 2013.
119 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.