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Girard Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Girard Partners’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
-550
Closed -$25K – 438
2018
Q3 		$25K Buy
+550
New +$26.2K ﹤0.01% 564

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Girard Partners's FXG Position: Q4 2018 in Review

Girard Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2018, closing a stake of 550 shares — an estimated $25K sold.

Girard Partners first reported a position in FXG in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 93 funds tracked by Wall St. Rank hold FXG as of Q4 2018.

  • Girard Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 550 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2018, an estimated $25K.
  • Girard Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $25K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.