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Kiley Juergens Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Kiley Juergens Wealth Management’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
Q1 		– Sell
-299
Closed -$7K – 277
2017
Q4 		$7K Buy
+299
New +$8.11K 0.01% 506

Other funds holding FXU

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2018, closing a stake of 299 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in FXU in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 86 funds tracked by Wall St. Rank hold FXU as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 299 First Trust Utilities AlphaDEX Fund shares in Q1 2018, an estimated $7K.
  • Kiley Juergens Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $7K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2018.

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