Founders Capital Management (Texas)’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Founders Capital Management (Texas)’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-300	Closed	-$8K	–	328
2018 Q1	$8K	Hold	300	–	–	0.01%	299
2017 Q4	$8K	Hold	300	–	–	0.01%	289
2017 Q3	$8K	Hold	300	–	–	0.01%	292
2017 Q2	$8K	Hold	300	–	–	0.01%	298
2017 Q1	$8K	Buy	+300	New	+$8.17K	0.01%	312

Other funds holding FXU

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Founders Capital Management (Texas)'s FXU Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2018, closing a stake of 300 shares — an estimated $8K sold.

Founders Capital Management (Texas) first reported a position in FXU in Q1 2017 and held it in 5 quarters. The position peaked at $8K in Q1 2018. 72 funds tracked by Wall St. Rank hold FXU as of Q2 2018.

Founders Capital Management (Texas) reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 300 First Trust Utilities AlphaDEX Fund shares in Q2 2018, an estimated $8K.
Founders Capital Management (Texas) first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2017 and held it in 5 quarters.
Founders Capital Management (Texas)'s First Trust Utilities AlphaDEX Fund position peaked at $8K in Q1 2018.
72 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.