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BB&T Investment Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

BB&T Investment 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
2017
Q4 		$84K Buy
3,200
+670
+26% +$18.2K 0.01% 452
2017
Q3 		$68K Buy
2,530
+1,011
+67% +$27.9K 0.01% 458
2017
Q2 		$40K Buy
1,519
+861
+131% +$23.8K 0.01% 516
2017
Q1 		$17K Buy
658
+190
+41% +$5.17K 0.01% 616
2016
Q4 		$13K Buy
+468
New +$12.1K 0.01% 488

Other funds holding FXU

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BB&T Investment Services's FXU Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 26% in Q4 2017, buying an estimated $18.2K and bringing the position to 3,200 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #452.

BB&T Investment Services first reported a position in FXU in Q4 2016 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold FXU as of Q4 2017.

  • BB&T Investment Services held 3,200 shares of First Trust Utilities AlphaDEX Fund worth $84K as of Q4 2017.
  • BB&T Investment Services bought 670 First Trust Utilities AlphaDEX Fund shares in Q4 2017, an estimated $18.2K.
  • First Trust Utilities AlphaDEX Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #452 holding.
  • BB&T Investment Services first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2016 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.