B. Riley Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

B. Riley Wealth Advisors’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
2016 Q4	–	Sell	-18,933	Closed	-$880K	–	569
2016 Q3	$880K	Buy	18,933 +152	+0.8%	+$7.29K	0.17%	153
2016 Q2	$910K	Buy	+18,781	New	+$879K	0.18%	149
2016 Q1	–	Sell	-17,486	Closed	-$778K	–	574
2015 Q4	$778K	Buy	17,486 +16	+0.1%	+$699	0.16%	170
2015 Q3	$733K	Buy	17,470 +2,040	+13%	+$90.1K	0.18%	154
2015 Q2	$683K	Buy	15,430 +1,099	+8%	+$49K	0.17%	167
2015 Q1	$640K	Buy	14,331 +4,544	+46%	+$200K	0.16%	168
2014 Q4	$417	Buy	+9,787	New	+$402K	0.01%	992
2014 Q3	–	Sell	-3,513	Closed	-$140K	–	1109
2014 Q2	$140K	Sell	3,513 -633	-15%	-$24K	0.03%	593
2014 Q1	$153K	Buy	+4,146	New	+$148K	0.05%	475
2013 Q3	–	Sell	-8,326	Closed	-$257K	–	694
2013 Q2	$257K	Buy	+8,326	New	+$258K	0.09%	265

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

RJFSA

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

AIM

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

B. Riley Wealth Advisors's FXG Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2016, closing a stake of 18,933 shares — an estimated $880K sold.

B. Riley Wealth Advisors first reported a position in FXG in Q2 2013 and held it in 10 quarters. The position peaked at $910K in Q2 2016. 124 funds tracked by Wall St. Rank hold FXG as of Q4 2016.

B. Riley Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,933 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2016, an estimated $880K.
B. Riley Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and held it in 10 quarters.
B. Riley Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $910K in Q2 2016.
124 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.