Pinnacle Financial Partners (Tennessee)’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2021 Q2	–	Sell	-300	Closed	-$15K	–	469
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	403
2020 Q4	$14K	Hold	300	–	–	﹤0.01%	402
2020 Q3	$14K	Sell	300 -59	-16%	-$2.86K	﹤0.01%	396
2020 Q2	$17K	Hold	359	–	–	﹤0.01%	375
2020 Q1	$14K	Hold	359	–	–	﹤0.01%	379
2019 Q4	$18K	Buy	+359	New	+$17.4K	﹤0.01%	418
2019 Q2	–	Sell	-359	Closed	-$16K	–	403
2019 Q1	$16K	Buy	+359	New	+$16K	﹤0.01%	389
2018 Q4	–	Sell	-359	Closed	-$17K	–	360
2018 Q3	$17K	Hold	359	–	–	﹤0.01%	400
2018 Q2	$17K	Hold	359	–	–	﹤0.01%	368
2018 Q1	$17K	Buy	+359	New	+$17.4K	﹤0.01%	372

Other funds holding FXG

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

RJFSA

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

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

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

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s FXG Position: Q2 2021 in Review

Pinnacle Financial Partners (Tennessee) sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FXG in Q1 2018 and held it in 10 quarters. The position peaked at $18K in Q4 2019. 99 funds tracked by Wall St. Rank hold FXG as of Q2 2021.

Pinnacle Financial Partners (Tennessee) reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 300 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2021, an estimated $15K.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2018 and held it in 10 quarters.
Pinnacle Financial Partners (Tennessee)'s First Trust Consumer Staples AlphaDEX Fund position peaked at $18K in Q4 2019.
99 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2021.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2021, filed 21 Jul 2021.