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Atwood & Palmer’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-450
Closed -$21K – 320
2017
Q1 		$21K Sell
450
-30,590
-99% -$1.41M ﹤0.01% 218
2016
Q4 		$1.42M Sell
31,040
-1,880
-6% -$85.3K 0.26% 53
2016
Q3 		$1.53M Sell
32,920
-725
-2% -$34.8K 0.28% 52
2016
Q2 		$1.63M Sell
33,645
-75
-0.2% -$3.51K 0.29% 52
2016
Q1 		$1.55M Buy
33,720
+2,479
+8% +$109K 0.28% 54
2015
Q4 		$1.39M Buy
31,241
+1,973
+7% +$86.2K 0.26% 58
2015
Q3 		$1.23M Buy
29,268
+1,595
+6% +$70.5K 0.24% 64
2015
Q2 		$1.22M Buy
27,673
+90
+0.3% +$4.02K 0.22% 67
2015
Q1 		$1.23M Sell
27,583
-1,725
-6% -$75.9K 0.22% 67
2014
Q4 		$1.25M Buy
29,308
+5,930
+25% +$243K 0.23% 60
2014
Q3 		$913K Buy
23,378
+1,680
+8% +$65.9K 0.17% 71
2014
Q2 		$864K Buy
21,698
+4,815
+29% +$183K 0.23% 62
2014
Q1 		$623K Buy
16,883
+2,105
+14% +$74.9K 0.15% 63
2013
Q4 		$527K Sell
14,778
-5
-0% -$173 0.13% 73
2013
Q3 		$486K Buy
14,783
+8,190
+124% +$269K 0.13% 74
2013
Q2 		$203K Buy
+6,593
New +$204K 0.05% 100

Other funds holding FXG

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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

Atwood & Palmer's FXG Position: Q2 2017 in Review

Atwood & Palmer sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2017, closing a stake of 450 shares — an estimated $21K sold.

Atwood & Palmer first reported a position in FXG in Q2 2013 and held it in 16 quarters. The position peaked at $1.63M in Q2 2016. 110 funds tracked by Wall St. Rank hold FXG as of Q2 2017.

  • Atwood & Palmer reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Atwood & Palmer sold 450 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2017, an estimated $21K.
  • Atwood & Palmer first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and held it in 16 quarters.
  • Atwood & Palmer's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.63M in Q2 2016.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2017.

Based on Atwood & Palmer's 13F filing for Q2 2017, filed 8 Aug 2017.