Smart Money Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Smart Money Group’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
2019 Q1	–	Sell	-89,562	Closed	-$2.4M	–	69
2018 Q4	$2.4M	Sell	89,562 -17,300	-16%	-$484K	2.48%	12
2018 Q3	$2.95M	Buy	106,862 +10,165	+11%	+$276K	2.67%	12
2018 Q2	$2.53M	Buy	+96,697	New	+$2.48M	2.27%	17

Other funds holding FXU

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

RJA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJFSA

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Smart Money Group's FXU Position: Q1 2019 in Review

Smart Money Group sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2019, closing a stake of 89,562 shares — an estimated $2.4M sold.

Smart Money Group first reported a position in FXU in Q2 2018 and held it in 3 quarters. The position peaked at $2.95M in Q3 2018. 95 funds tracked by Wall St. Rank hold FXU as of Q1 2019.

Smart Money Group reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Smart Money Group sold 89,562 First Trust Utilities AlphaDEX Fund shares in Q1 2019, an estimated $2.4M.
Smart Money Group first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
Smart Money Group's First Trust Utilities AlphaDEX Fund position peaked at $2.95M in Q3 2018.
95 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2019.

Based on Smart Money Group's 13F filing for Q1 2019, filed 3 May 2019.