UCFA
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United Capital Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

United Capital Financial Advisors’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
2020
Q1 		– Sell
-4,465
Closed -$223K – 1258
2019
Q4 		$223K Buy
4,465
+2
+0% +$97 ﹤0.01% 1252
2019
Q3 		$216K Buy
4,463
+1
+0% +$47 ﹤0.01% 1170
2019
Q2 		$204K Buy
4,462
+3
+0.1% +$139 ﹤0.01% 1361
2019
Q1 		$204K Buy
+4,459
New +$199K ﹤0.01% 1266
2018
Q4 		– Sell
-4,842
Closed -$227K – 1322
2018
Q3 		$227K Buy
+4,842
New +$231K ﹤0.01% 1214
2018
Q1 		– Sell
-6,201
Closed -$302K – 1321
2017
Q4 		$302K Sell
6,201
-1,356
-18% -$63.5K ﹤0.01% 1112
2017
Q3 		$345K Sell
7,557
-198
-3% -$9.18K ﹤0.01% 1064
2017
Q2 		$357K Hold
7,755
– – ﹤0.01% 1021
2017
Q1 		$358K Buy
7,755
+1,016
+15% +$46.9K ﹤0.01% 992
2016
Q4 		$308K Sell
6,739
-409,960
-98% -$18.6M ﹤0.01% 1042
2016
Q3 		$19.3M Sell
416,699
-280,397
-40% -$13.5M 0.19% 122
2016
Q2 		$33.5M Buy
697,096
+328,400
+89% +$15.4M 0.34% 53
2016
Q1 		$17M Buy
368,696
+69,551
+23% +$3.06M 0.19% 111
2015
Q4 		$13.3M Sell
299,145
-70,150
-19% -$3.06M 0.15% 144
2015
Q3 		$15.5M Buy
369,295
+146,919
+66% +$6.49M 0.19% 104
2015
Q2 		$9.79M Sell
222,376
-12,180
-5% -$544K 0.11% 221
2015
Q1 		$10.2M Buy
+234,556
New +$10.3M 0.12% 211
2014
Q3 		– Sell
-55,630
Closed -$2.21M – 1103
2014
Q2 		$2.21M Buy
+55,630
New +$2.11M 0.04% 395

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

United Capital Financial Advisors's FXG Position: Q1 2020 in Review

United Capital Financial Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2020, closing a stake of 4,465 shares — an estimated $223K sold.

United Capital Financial Advisors first reported a position in FXG in Q2 2014 and held it in 18 quarters. The position peaked at $33.5M in Q2 2016. 84 funds tracked by Wall St. Rank hold FXG as of Q1 2020.

  • United Capital Financial Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,465 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2020, an estimated $223K.
  • United Capital Financial Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2014 and held it in 18 quarters.
  • United Capital Financial Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $33.5M in Q2 2016.
  • 84 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.