LifePlan Financial Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$3K	Hold	62	–	–	﹤0.01%	509
2020 Q2	$3K	Hold	62	–	–	﹤0.01%	512
2020 Q1	$2K	Hold	62	–	–	﹤0.01%	504
2019 Q4	$3K	Hold	62	–	–	﹤0.01%	496
2019 Q3	$3K	Hold	62	–	–	﹤0.01%	494
2019 Q2	$3K	Hold	62	–	–	﹤0.01%	492
2019 Q1	$3K	Hold	62	–	–	﹤0.01%	492
2018 Q4	$3K	Sell	62 -8	-11%	-$368	﹤0.01%	475
2018 Q3	$3K	Hold	70	–	–	﹤0.01%	479
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	463
2018 Q1	$3K	Buy	+70	New	+$3.39K	﹤0.01%	447
2017 Q1	–	Sell	-41,666	Closed	-$1.91M	–	112
2016 Q4	$1.91M	Sell	41,666 -27,951	-40%	-$1.27M	1.34%	25
2016 Q3	$3.23M	Buy	69,617 +16,621	+31%	+$798K	2.22%	12
2016 Q2	$2.56M	Sell	52,996 -3,357	-6%	-$157K	1.76%	20
2016 Q1	$2.6M	Sell	56,353 -57,598	-51%	-$2.54M	1.85%	20
2015 Q4	$5.07M	Sell	113,951 -5,051	-4%	-$221K	3.6%	6
2015 Q3	$4.99M	Buy	119,002 +7,866	+7%	+$348K	3.62%	6
2015 Q2	$4.89M	Buy	+111,136	New	+$4.96M	3.28%	9

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

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

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

LifePlan Financial Group's FXG Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q3 2020 at 62 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

LifePlan Financial Group first reported a position in FXG in Q2 2015 and has held it in 18 quarters since. The position peaked at $5.07M in Q4 2015. 85 funds tracked by Wall St. Rank hold FXG as of Q3 2020.

LifePlan Financial Group held 62 shares of First Trust Consumer Staples AlphaDEX Fund worth $3K as of Q3 2020.
LifePlan Financial Group left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q3 2020.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #509 holding.
LifePlan Financial Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2015 and has held it in 18 quarters since.
LifePlan Financial Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $5.07M in Q4 2015.
85 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.