Bruderman Asset Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Bruderman Asset Management’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	-587	Closed	-$25K	–	656
2018 Q4	$25K	Buy	+587	New	+$27K	0.01%	319
2016 Q4	–	Sell	-960	Closed	-$45K	–	373
2016 Q3	$45K	Buy	960 +85	+10%	+$4.08K	0.01%	209
2016 Q2	$42K	Buy	+875	New	+$41K	0.01%	213
2015 Q4	–	Sell	-370	Closed	-$16K	–	416
2015 Q3	$16K	Buy	+370	New	+$16.3K	0.01%	296

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

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

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

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

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

Bruderman Asset Management's FXG Position: Q1 2019 in Review

Bruderman Asset Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2019, closing a stake of 587 shares — an estimated $25K sold.

Bruderman Asset Management first reported a position in FXG in Q3 2015 and held it in 4 quarters. The position peaked at $45K in Q3 2016. 103 funds tracked by Wall St. Rank hold FXG as of Q1 2019.

Bruderman Asset Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 587 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2019, an estimated $25K.
Bruderman Asset Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2015 and held it in 4 quarters.
Bruderman Asset Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $45K in Q3 2016.
103 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.