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Brandywine Oak Private Wealth’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-603
Closed -$25K – 359
2018
Q4 		$25K Buy
+603
New +$27.8K 0.01% 427

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Brandywine Oak Private Wealth's FXG Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2019, closing a stake of 603 shares — an estimated $25K sold.

Brandywine Oak Private Wealth first reported a position in FXG in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 103 funds tracked by Wall St. Rank hold FXG as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 603 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2019, an estimated $25K.
  • Brandywine Oak Private Wealth first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's First Trust Consumer Staples AlphaDEX Fund position peaked at $25K in Q4 2018.
  • 103 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.