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Laurel Wealth Advisors (North Carolina)’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2019
Q3 		– Sell
-176
Closed -$8K – 523
2019
Q2 		$8K Buy
+176
New +$8.14K ﹤0.01% 392

Other funds holding FXG

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FXG Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2019, closing a stake of 176 shares — an estimated $8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FXG in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 94 funds tracked by Wall St. Rank hold FXG as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 176 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2019, an estimated $8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s First Trust Consumer Staples AlphaDEX Fund position peaked at $8K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.