AWS
FXG icon

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

Aris Wealth 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
2015
Q3 		$19K Hold
447
– – 0.04% 172
2015
Q2 		$20K Buy
+447
New +$19.9K 0.02% 315

Other funds holding FXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Aris Wealth Services's FXG Position: Q3 2015 in Review

Aris Wealth Services held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q3 2015 at 447 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #172.

Aris Wealth Services first reported a position in FXG in Q2 2015 and has held it in 2 quarters since. The position peaked at $20K in Q2 2015. 126 funds tracked by Wall St. Rank hold FXG as of Q3 2015.

  • Aris Wealth Services held 447 shares of First Trust Consumer Staples AlphaDEX Fund worth $19K as of Q3 2015.
  • Aris Wealth Services left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q3 2015.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #172 holding.
  • Aris Wealth Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $20K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.