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Girard Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Girard Partners’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
Q4 		– Sell
-1,230
Closed -$33K – 439
2018
Q3 		$33K Buy
+1,230
New +$33.4K 0.01% 517

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Girard Partners's FXU Position: Q4 2018 in Review

Girard Partners sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2018, closing a stake of 1,230 shares — an estimated $33K sold.

Girard Partners first reported a position in FXU in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 91 funds tracked by Wall St. Rank hold FXU as of Q4 2018.

  • Girard Partners reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,230 First Trust Utilities AlphaDEX Fund shares in Q4 2018, an estimated $33K.
  • Girard Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's First Trust Utilities AlphaDEX Fund position peaked at $33K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2018.

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