Niemann Capital Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Niemann Capital Management’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	–	Sell	-345,951	Closed	-$9.27M	–	17
2018 Q4	$9.27M	Buy	+345,951	New	+$9.67M	9.82%	5
2014 Q3	–	Sell	-621,808	Closed	-$14.8M	–	29
2014 Q2	$14.8M	Buy	+621,808	New	+$14.2M	10.14%	3

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

Niemann Capital Management's FXU Position: Q1 2019 in Review

Niemann Capital Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2019, closing a stake of 345,951 shares — an estimated $9.27M sold.

Niemann Capital Management first reported a position in FXU in Q2 2014 and held it in 2 quarters. The position peaked at $14.8M in Q2 2014. 95 funds tracked by Wall St. Rank hold FXU as of Q1 2019.

Niemann Capital Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Niemann Capital Management sold 345,951 First Trust Utilities AlphaDEX Fund shares in Q1 2019, an estimated $9.27M.
Niemann Capital Management first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
Niemann Capital Management's First Trust Utilities AlphaDEX Fund position peaked at $14.8M in Q2 2014.
95 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2019.

Based on Niemann Capital Management's 13F filing for Q1 2019, filed 25 Apr 2019.