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

Investment 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
2015
Q2 		– Sell
-862
Closed -$37K – 103
2015
Q1 		$37K Buy
+862
New +$37.9K 0.04% 126

Other funds holding FXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Investment Partners's FXG Position: Q2 2015 in Review

Investment Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2015, closing a stake of 862 shares — an estimated $37K sold.

Investment Partners first reported a position in FXG in Q1 2015 and held it in 1 quarter. The position peaked at $37K in Q1 2015. 124 funds tracked by Wall St. Rank hold FXG as of Q2 2015.

  • Investment Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 862 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2015, an estimated $37K.
  • Investment Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Investment Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $37K in Q1 2015.
  • 124 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.