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V Wealth Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-2,224
Closed -$60K – 396
2017
Q2 		$60K Buy
+2,224
New +$61.4K 0.03% 288

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

V Wealth Advisors's FXU Position: Q3 2017 in Review

V Wealth Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2017, closing a stake of 2,224 shares — an estimated $60K sold.

V Wealth Advisors first reported a position in FXU in Q2 2017 and held it in 1 quarter. The position peaked at $60K in Q2 2017. 100 funds tracked by Wall St. Rank hold FXU as of Q3 2017.

  • V Wealth Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 2,224 First Trust Utilities AlphaDEX Fund shares in Q3 2017, an estimated $60K.
  • V Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's First Trust Utilities AlphaDEX Fund position peaked at $60K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.