BIG
FXG icon

Bellwether Investment Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-266
Closed -$12K – 839
2016
Q4 		$12K Buy
+266
New +$12.1K 0.01% 589
2016
Q2 		$512K Buy
+10,586
New +$496K 0.56% 43

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
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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

Bellwether Investment Group's FXG Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2017, closing a stake of 266 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in FXG in Q2 2016 and held it in 2 quarters. The position peaked at $512K in Q2 2016. 119 funds tracked by Wall St. Rank hold FXG as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 266 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $512K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.