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RKL Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

RKL Wealth 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
2017
Q2 		– Sell
-13,185
Closed -$361K – 141
2017
Q1 		$361K Buy
+13,185
New +$359K 0.15% 95

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RKL Wealth Management's FXU Position: Q2 2017 in Review

RKL Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2017, closing a stake of 13,185 shares — an estimated $361K sold.

RKL Wealth Management first reported a position in FXU in Q1 2017 and held it in 1 quarter. The position peaked at $361K in Q1 2017. 104 funds tracked by Wall St. Rank hold FXU as of Q2 2017.

  • RKL Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • RKL Wealth Management sold 13,185 First Trust Utilities AlphaDEX Fund shares in Q2 2017, an estimated $361K.
  • RKL Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • RKL Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $361K in Q1 2017.
  • 104 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2017.

Based on RKL Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.