QCIG
FXG icon

Quad-Cities Investment Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Quad-Cities Investment Group’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
2018
Q4 		– Sell
-1,025
Closed -$49K – 856
2018
Q3 		$49K Hold
1,025
– – 0.04% 353
2018
Q2 		$49K Buy
+1,025
New +$47.6K 0.05% 352

Other funds holding FXG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Quad-Cities Investment Group's FXG Position: Q4 2018 in Review

Quad-Cities Investment Group sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2018, closing a stake of 1,025 shares — an estimated $49K sold.

Quad-Cities Investment Group first reported a position in FXG in Q2 2018 and held it in 2 quarters. The position peaked at $49K in Q3 2018. 93 funds tracked by Wall St. Rank hold FXG as of Q4 2018.

  • Quad-Cities Investment Group reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Quad-Cities Investment Group sold 1,025 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2018, an estimated $49K.
  • Quad-Cities Investment Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2018 and held it in 2 quarters.
  • Quad-Cities Investment Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $49K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2018.

Based on Quad-Cities Investment Group's 13F filing for Q4 2018, filed 6 Feb 2019.