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Plante Moran Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Plante Moran Financial Advisors’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
2017
Q1 		– Sell
-3,330
Closed -$89K – 926
2016
Q4 		$89K Buy
+3,330
New +$86.3K 0.06% 231

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Plante Moran Financial Advisors's FXU Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2017, closing a stake of 3,330 shares — an estimated $89K sold.

Plante Moran Financial Advisors first reported a position in FXU in Q4 2016 and held it in 1 quarter. The position peaked at $89K in Q4 2016. 107 funds tracked by Wall St. Rank hold FXU as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,330 First Trust Utilities AlphaDEX Fund shares in Q1 2017, an estimated $89K.
  • Plante Moran Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Utilities AlphaDEX Fund position peaked at $89K in Q4 2016.
  • 107 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.