Financial Advocates Investment Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Financial Advocates Investment 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
2018 Q4	–	Sell	-4,524	Closed	-$212K	–	454
2018 Q3	$212K	Sell	4,524 -912	-17%	-$43.4K	0.02%	471
2018 Q2	$254K	Sell	5,436 -1,428	-21%	-$66.3K	0.03%	409
2018 Q1	$322K	Sell	6,864 -510	-7%	-$24.7K	0.04%	355
2017 Q4	$359K	Buy	+7,374	New	+$345K	0.05%	319

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPL

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

WAS

Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Financial Advocates Investment Management's FXG Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2018, closing a stake of 4,524 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in FXG in Q4 2017 and held it in 4 quarters. The position peaked at $359K in Q4 2017. 93 funds tracked by Wall St. Rank hold FXG as of Q4 2018.

Financial Advocates Investment Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 4,524 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2018, an estimated $212K.
Financial Advocates Investment Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $359K in Q4 2017.
93 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.