Stockman Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Stockman Wealth Management’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
2017 Q2	–	Sell	-4,780	Closed	-$221K	–	122
2017 Q1	$221K	Hold	4,780	–	–	0.13%	122
2016 Q4	$219K	Hold	4,780	–	–	0.13%	113
2016 Q3	$222K	Buy	+4,780	New	+$229K	0.14%	111

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Stockman Wealth Management's FXG Position: Q2 2017 in Review

Stockman Wealth Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2017, closing a stake of 4,780 shares — an estimated $221K sold.

Stockman Wealth Management first reported a position in FXG in Q3 2016 and held it in 3 quarters. The position peaked at $222K in Q3 2016. 110 funds tracked by Wall St. Rank hold FXG as of Q2 2017.

Stockman Wealth Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Stockman Wealth Management sold 4,780 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2017, an estimated $221K.
Stockman Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2016 and held it in 3 quarters.
Stockman Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $222K in Q3 2016.
110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2017.

Based on Stockman Wealth Management's 13F filing for Q2 2017, filed 9 Aug 2017.