Northwestern Mutual Investment Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-35	Closed	-$2K	–	31
2015 Q4	$2K	Buy	+35	New	+$1.53K	﹤0.01%	61
2015 Q3	–	Sell	-270	Closed	-$12K	–	345
2015 Q2	$12K	Buy	+270	New	+$12K	﹤0.01%	35

Other funds holding FXG

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Investment Services's FXG Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2016, closing a stake of 35 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in FXG in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2015. 134 funds tracked by Wall St. Rank hold FXG as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 35 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2016, an estimated $2K.
Northwestern Mutual Investment Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2015 and held it in 2 quarters.
Northwestern Mutual Investment Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $12K in Q2 2015.
134 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.