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MPS Loria Financial Planners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

MPS Loria Financial Planners’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
-613
Closed -$29K – 176
2017
Q2 		$29K Buy
+613
New +$28.5K 0.02% 200

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

MPS Loria Financial Planners's FXG Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2017, closing a stake of 613 shares — an estimated $29K sold.

MPS Loria Financial Planners first reported a position in FXG in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 98 funds tracked by Wall St. Rank hold FXG as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 613 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2017, an estimated $29K.
  • MPS Loria Financial Planners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's First Trust Consumer Staples AlphaDEX Fund position peaked at $29K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.