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JNBA Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-404
Closed -$19K – 802
2016
Q3 		$19K Buy
+404
New +$19.4K ﹤0.01% 836

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

JNBA Financial Advisors's FXG Position: Q4 2016 in Review

JNBA Financial Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2016, closing a stake of 404 shares — an estimated $19K sold.

JNBA Financial Advisors first reported a position in FXG in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 124 funds tracked by Wall St. Rank hold FXG as of Q4 2016.

  • JNBA Financial Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 404 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2016, an estimated $19K.
  • JNBA Financial Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $19K in Q3 2016.
  • 124 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.