KJWM
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Kiley Juergens Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Kiley Juergens Wealth Management’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
Q1 		– Sell
-103
Closed -$5K – 275
2017
Q4 		$5K Buy
+103
New +$4.82K ﹤0.01% 549

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kiley Juergens Wealth Management's FXG Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2018, closing a stake of 103 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in FXG in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 93 funds tracked by Wall St. Rank hold FXG as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 103 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $5K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.