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WealthShield Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

WealthShield Partners’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
2019
Q2 		– Sell
-3,660
Closed -$104K – 248
2019
Q1 		$104K Buy
+3,660
New +$102K 0.06% 171
2018
Q1 		– Sell
-525
Closed -$14K – 242
2017
Q4 		$14K Buy
+525
New +$14.2K 0.01% 187

Other funds holding FXU

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's FXU Position: Q2 2019 in Review

WealthShield Partners sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2019, closing a stake of 3,660 shares — an estimated $104K sold.

WealthShield Partners first reported a position in FXU in Q4 2017 and held it in 2 quarters. The position peaked at $104K in Q1 2019. 108 funds tracked by Wall St. Rank hold FXU as of Q2 2019.

  • WealthShield Partners reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 3,660 First Trust Utilities AlphaDEX Fund shares in Q2 2019, an estimated $104K.
  • WealthShield Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • WealthShield Partners's First Trust Utilities AlphaDEX Fund position peaked at $104K in Q1 2019.
  • 108 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.