BDO Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

BDO 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
2018 Q1	–	Sell	-81	Closed	-$4K	–	587
2017 Q4	$4K	Hold	81	–	–	﹤0.01%	386
2017 Q3	$4K	Hold	81	–	–	﹤0.01%	354
2017 Q2	$4K	Buy	+81	New	+$3.77K	﹤0.01%	444

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BDO Wealth Advisors's FXG Position: Q1 2018 in Review

BDO Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2018, closing a stake of 81 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in FXG in Q2 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 93 funds tracked by Wall St. Rank hold FXG as of Q1 2018.

BDO Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
BDO Wealth Advisors sold 81 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2018, an estimated $4K.
BDO Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2017 and held it in 3 quarters.
BDO Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $4K in Q4 2017.
93 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.