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

Financial Management Professionals’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
2015 Q3	–	Sell	-67,379	Closed	-$2.97M	–	272
2015 Q2	$2.97M	Buy	67,379 +1,559	+2%	+$69.6K	1.39%	19
2015 Q1	$2.94M	Sell	65,820 -1,372	-2%	-$60.3K	1.38%	18
2014 Q4	$2.86M	Buy	+67,192	New	+$2.76M	1.58%	19

Other funds holding FXG

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Financial Management Professionals's FXG Position: Q3 2015 in Review

Financial Management Professionals sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2015, closing a stake of 67,379 shares — an estimated $2.97M sold.

Financial Management Professionals first reported a position in FXG in Q4 2014 and held it in 3 quarters. The position peaked at $2.97M in Q2 2015. 126 funds tracked by Wall St. Rank hold FXG as of Q3 2015.

Financial Management Professionals reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
Financial Management Professionals sold 67,379 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2015, an estimated $2.97M.
Financial Management Professionals first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2014 and held it in 3 quarters.
Financial Management Professionals's First Trust Consumer Staples AlphaDEX Fund position peaked at $2.97M in Q2 2015.
126 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2015.

Based on Financial Management Professionals's 13F filing for Q3 2015, filed 3 Nov 2015.