NEXT Financial Holdings’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$2K	Buy	+73	New	+$2.03K	﹤0.01%	1452

Other funds holding FXU

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

NEXT Financial Holdings's FXU Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q1 2019: 73 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

95 funds tracked by Wall St. Rank hold FXU as of Q1 2019.

NEXT Financial Holdings held 73 shares of First Trust Utilities AlphaDEX Fund worth $2K as of Q1 2019.
First Trust Utilities AlphaDEX Fund was a new NEXT Financial Holdings position in Q1 2019.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1452 holding.
95 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.