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Measured Wealth Private Client Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,050
Closed -$29K – 330
2018
Q3 		$29K Buy
+1,050
New +$28.5K 0.02% 460

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Measured Wealth Private Client Group's FXU Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2018, closing a stake of 1,050 shares — an estimated $29K sold.

Measured Wealth Private Client Group first reported a position in FXU in Q3 2018 and held it in 1 quarter. The position peaked at $29K in Q3 2018. 91 funds tracked by Wall St. Rank hold FXU as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,050 First Trust Utilities AlphaDEX Fund shares in Q4 2018, an estimated $29K.
  • Measured Wealth Private Client Group first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Utilities AlphaDEX Fund position peaked at $29K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.