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Kistler-Tiffany Companies’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Kistler-Tiffany Companies’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
2016
Q3 		– Sell
-315
Closed -$9K – 609
2016
Q2 		$9K Buy
+315
New +$8.07K ﹤0.01% 431

Other funds holding FXU

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kistler-Tiffany Companies's FXU Position: Q3 2016 in Review

Kistler-Tiffany Companies sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2016, closing a stake of 315 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in FXU in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 104 funds tracked by Wall St. Rank hold FXU as of Q3 2016.

  • Kistler-Tiffany Companies reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 315 First Trust Utilities AlphaDEX Fund shares in Q3 2016, an estimated $9K.
  • Kistler-Tiffany Companies first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2016 and held it in 1 quarter.
  • Kistler-Tiffany Companies's First Trust Utilities AlphaDEX Fund position peaked at $9K in Q2 2016.
  • 104 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2016.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2016, filed 8 Nov 2016.