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Wealthfront’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-464
Closed -$20K – 1312
2015
Q2 		$20K Buy
+464
New +$20.7K ﹤0.01% 635

Other funds holding FXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Wealthfront's FXG Position: Q3 2015 in Review

Wealthfront sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2015, closing a stake of 464 shares — an estimated $20K sold.

Wealthfront first reported a position in FXG in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 126 funds tracked by Wall St. Rank hold FXG as of Q3 2015.

  • Wealthfront reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 464 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2015, an estimated $20K.
  • Wealthfront first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Wealthfront's First Trust Consumer Staples AlphaDEX Fund position peaked at $20K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.