CAL
FXG icon

Capital Advisors Ltd’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-447
Closed -$21K – 391
2017
Q1 		$21K Buy
+447
New +$20.6K 0.01% 257

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Capital Advisors Ltd's FXG Position: Q2 2017 in Review

Capital Advisors Ltd sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2017, closing a stake of 447 shares — an estimated $21K sold.

Capital Advisors Ltd first reported a position in FXG in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 110 funds tracked by Wall St. Rank hold FXG as of Q2 2017.

  • Capital Advisors Ltd reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Capital Advisors Ltd sold 447 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2017, an estimated $21K.
  • Capital Advisors Ltd first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Consumer Staples AlphaDEX Fund position peaked at $21K in Q1 2017.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2017.

Based on Capital Advisors Ltd's 13F filing for Q2 2017, filed 26 Jul 2017.