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

WealthShield Partners’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
2019 Q1	–	Sell	-320	Closed	-$14K	–	273
2018 Q4	$14K	Hold	320	–	–	0.01%	194
2018 Q3	$15K	Hold	320	–	–	0.01%	200
2018 Q2	$15K	Hold	320	–	–	0.01%	195
2018 Q1	$15K	Sell	320 -860	-73%	-$41.6K	0.01%	188
2017 Q4	$57K	Buy	+1,180	New	+$55.3K	0.03%	151

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthShield Partners's FXG Position: Q1 2019 in Review

WealthShield Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2019, closing a stake of 320 shares — an estimated $14K sold.

WealthShield Partners first reported a position in FXG in Q4 2017 and held it in 5 quarters. The position peaked at $57K in Q4 2017. 103 funds tracked by Wall St. Rank hold FXG as of Q1 2019.

WealthShield Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
WealthShield Partners sold 320 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2019, an estimated $14K.
WealthShield Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2017 and held it in 5 quarters.
WealthShield Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $57K in Q4 2017.
103 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2019.

Based on WealthShield Partners's 13F filing for Q1 2019, filed 14 May 2019.