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

Financial Gravity 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 Q3	–	Sell	-11	Closed	-$1K	–	1325
2019 Q2	$1K	Sell	11 -3,503	-100%	-$162K	﹤0.01%	1047
2019 Q1	$161K	Buy	+3,514	New	+$157K	0.13%	162

Other funds holding FXG

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Financial Gravity Asset Management's FXG Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2019, closing a stake of 11 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in FXG in Q1 2019 and held it in 2 quarters. The position peaked at $161K in Q1 2019. 94 funds tracked by Wall St. Rank hold FXG as of Q3 2019.

Financial Gravity Asset Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 11 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
Financial Gravity Asset Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $161K in Q1 2019.
94 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.