Beaumont Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Beaumont Financial 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
2017 Q4	–	Sell	-49,627	Closed	-$2.27M	–	192
2017 Q3	$2.27M	Sell	49,627 -3,487	-7%	-$162K	0.28%	74
2017 Q2	$2.44M	Sell	53,114 -4,364	-8%	-$203K	0.32%	74
2017 Q1	$2.65M	Buy	+57,478	New	+$2.65M	0.36%	70
2016 Q4	–	Sell	-62,609	Closed	-$2.91M	–	159
2016 Q3	$2.91M	Sell	62,609 -29,317	-32%	-$1.41M	0.46%	77
2016 Q2	$4.45M	Sell	91,926 -77,738	-46%	-$3.64M	0.73%	54
2016 Q1	$7.83M	Sell	169,664 -90,120	-35%	-$3.97M	1.27%	30
2015 Q4	$11.5M	Sell	259,784 -24,027	-8%	-$1.05M	1.9%	19
2015 Q3	$12.7M	Hold	283,811	–	–	1.83%	20
2015 Q2	$12.7M	Sell	283,811 -439,874	-61%	-$19.6M	1.83%	20
2015 Q1	$32.3M	Buy	723,685 +14,214	+2%	+$625K	1.13%	31
2014 Q4	$30.2M	Sell	709,471 -70,653	-9%	-$2.9M	1.45%	27
2014 Q3	$30.5M	Buy	780,124 +206,661	+36%	+$8.11M	1.99%	19
2014 Q2	$22.8M	Buy	+573,463	New	+$21.8M	1.62%	25
2014 Q1	–	Sell	-374,709	Closed	-$13.4M	–	141
2013 Q4	$13.4M	Buy	+374,709	New	+$13M	1.1%	35
2013 Q3	–	Sell	-195,119	Closed	-$6.02M	–	158
2013 Q2	$6.02M	Buy	+195,119	New	+$6.04M	0.56%	50

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beaumont Financial Advisors's FXG Position: Q4 2017 in Review

Beaumont Financial Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2017, closing a stake of 49,627 shares — an estimated $2.27M sold.

Beaumont Financial Advisors first reported a position in FXG in Q2 2013 and held it in 15 quarters. The position peaked at $32.3M in Q1 2015. 95 funds tracked by Wall St. Rank hold FXG as of Q4 2017.

Beaumont Financial Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 49,627 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2017, an estimated $2.27M.
Beaumont Financial Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and held it in 15 quarters.
Beaumont Financial Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $32.3M in Q1 2015.
95 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2017.

Based on Beaumont Financial Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.