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Mark Sheptoff Financial Planning’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-148
Closed -$7K – 379
2017
Q2 		$7K Sell
148
-1
-0.7% -$47 ﹤0.01% 292
2017
Q1 		$7K Buy
149
+1
+0.7% +$46 0.01% 294
2016
Q4 		$7K Hold
148
– – 0.01% 283
2016
Q3 		$7K Buy
+148
New +$7.1K 0.01% 276

Other funds holding FXG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's FXG Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2017, closing a stake of 148 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in FXG in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q2 2017. 98 funds tracked by Wall St. Rank hold FXG as of Q3 2017.

  • Mark Sheptoff Financial Planning reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 148 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2017, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2016 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's First Trust Consumer Staples AlphaDEX Fund position peaked at $7K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.