LBA Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

LBA 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
2017 Q1	$4K	Hold	81	–	–	﹤0.01%	375
2016 Q4	$4K	Hold	81	–	–	﹤0.01%	377
2016 Q3	$4K	Hold	81	–	–	﹤0.01%	386
2016 Q2	$4K	Hold	81	–	–	﹤0.01%	372
2016 Q1	$4K	Hold	81	–	–	﹤0.01%	361
2015 Q4	$4K	Buy	+81	New	+$3.54K	﹤0.01%	350

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LBA Wealth Management's FXG Position: Q1 2017 in Review

LBA Wealth Management held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2017 at 81 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

LBA Wealth Management first reported a position in FXG in Q4 2015 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold FXG as of Q1 2017.

LBA Wealth Management held 81 shares of First Trust Consumer Staples AlphaDEX Fund worth $4K as of Q1 2017.
LBA Wealth Management left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2017.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #375 holding.
LBA Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2015 and has held it in 6 quarters since.
119 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.