Burt Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Burt Wealth 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
2020 Q2	–	Sell	-408	Closed	-$16K	–	419
2020 Q1	$16K	Hold	408	–	–	0.01%	241
2019 Q4	$20K	Hold	408	–	–	0.01%	242
2019 Q3	$20K	Hold	408	–	–	0.01%	235
2019 Q2	$19K	Hold	408	–	–	0.01%	243
2019 Q1	$19K	Hold	408	–	–	0.01%	243
2018 Q4	$17K	Hold	408	–	–	0.01%	247
2018 Q3	$19K	Hold	408	–	–	0.01%	254
2018 Q2	$19K	Hold	408	–	–	0.01%	252
2018 Q1	$19K	Hold	408	–	–	0.01%	255
2017 Q4	$20K	Hold	408	–	–	0.01%	241
2017 Q3	$19K	Hold	408	–	–	0.01%	235
2017 Q2	$18K	Hold	408	–	–	0.01%	256
2017 Q1	$19K	Hold	408	–	–	0.01%	226
2016 Q4	$19K	Hold	408	–	–	0.02%	234
2016 Q3	$18K	Hold	408	–	–	0.02%	224
2016 Q2	$19K	Hold	408	–	–	0.02%	218
2016 Q1	$19K	Hold	408	–	–	0.02%	250
2015 Q4	$18K	Hold	408	–	–	0.01%	215
2015 Q3	$17K	Hold	408	–	–	0.02%	195
2015 Q2	$17K	Hold	408	–	–	0.02%	221
2015 Q1	$18K	Hold	408	–	–	0.02%	199
2014 Q4	$17K	Buy	+408	New	+$16.7K	0.02%	198

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

RJA

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

Burt Wealth Advisors's FXG Position: Q2 2020 in Review

Burt Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2020, closing a stake of 408 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in FXG in Q4 2014 and held it in 22 quarters. The position peaked at $20K in Q4 2019. 79 funds tracked by Wall St. Rank hold FXG as of Q2 2020.

Burt Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 408 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2020, an estimated $16K.
Burt Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $20K in Q4 2019.
79 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.