Bellwether Investment Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Bellwether Investment Group’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	–	Sell	-17,470	Closed	-$472K	–	65
2017 Q3	$472K	Buy	17,470 +715	+4%	+$19.7K	2.22%	16
2017 Q2	$455K	Hold	16,755	–	–	2.11%	18
2017 Q1	$459K	Sell	16,755 -625	-4%	-$17K	1.21%	14
2016 Q4	$465K	Buy	+17,380	New	+$451K	0.42%	65
2016 Q2	$507K	Buy	+18,750	New	+$480K	0.56%	44

Other funds holding FXU

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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

Bellwether Investment Group's FXU Position: Q4 2017 in Review

Bellwether Investment Group sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2017, closing a stake of 17,470 shares — an estimated $472K sold.

Bellwether Investment Group first reported a position in FXU in Q2 2016 and held it in 5 quarters. The position peaked at $507K in Q2 2016. 77 funds tracked by Wall St. Rank hold FXU as of Q4 2017.

Bellwether Investment Group reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Bellwether Investment Group sold 17,470 First Trust Utilities AlphaDEX Fund shares in Q4 2017, an estimated $472K.
Bellwether Investment Group first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2016 and held it in 5 quarters.
Bellwether Investment Group's First Trust Utilities AlphaDEX Fund position peaked at $507K in Q2 2016.
77 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.