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Squar Milner Financial Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-216
Closed -$10K – 788
2018
Q2 		$10K Buy
+216
New +$10K 0.01% 580

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Squar Milner Financial Services's FXG Position: Q3 2018 in Review

Squar Milner Financial Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2018, closing a stake of 216 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in FXG in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 92 funds tracked by Wall St. Rank hold FXG as of Q3 2018.

  • Squar Milner Financial Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 216 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2018, an estimated $10K.
  • Squar Milner Financial Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $10K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.