Advocacy Wealth Management Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-337	Closed	-$10K	–	158
2019 Q2	$10K	Hold	337	–	–	0.01%	132
2019 Q1	$10K	Hold	337	–	–	0.01%	106
2018 Q4	$9K	Hold	337	–	–	0.01%	121
2018 Q3	$9K	Hold	337	–	–	0.01%	134
2018 Q2	$9K	Hold	337	–	–	0.01%	134
2018 Q1	$9K	Hold	337	–	–	0.01%	145
2017 Q4	$9K	Hold	337	–	–	0.01%	164
2017 Q3	$9K	Buy	+337	New	+$9.29K	﹤0.01%	204
2017 Q2	–	Sell	-337	Closed	-$9K	–	288
2017 Q1	$9K	Sell	337 -226	-40%	-$6.15K	﹤0.01%	216
2016 Q4	$15K	Buy	563 +5	+0.9%	+$130	﹤0.01%	164
2016 Q3	$14K	Hold	558	–	–	0.01%	246
2016 Q2	$15K	Buy	+558	New	+$14.3K	0.01%	267

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Advocacy Wealth Management Services's FXU Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2019, closing a stake of 337 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in FXU in Q2 2016 and held it in 12 quarters. The position peaked at $15K in Q4 2016. 105 funds tracked by Wall St. Rank hold FXU as of Q3 2019.

Advocacy Wealth Management Services reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 337 First Trust Utilities AlphaDEX Fund shares in Q3 2019, an estimated $10K.
Advocacy Wealth Management Services first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2016 and held it in 12 quarters.
Advocacy Wealth Management Services's First Trust Utilities AlphaDEX Fund position peaked at $15K in Q4 2016.
105 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.