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

WealthShield’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
2017 Q4	$57K	Buy	+1,180	New	+$55.3K	0.03%	151

Other funds holding FXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthShield's FXG Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2017: 1,180 shares worth $57K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

95 funds tracked by Wall St. Rank hold FXG as of Q4 2017.

WealthShield held 1,180 shares of First Trust Consumer Staples AlphaDEX Fund worth $57K as of Q4 2017.
First Trust Consumer Staples AlphaDEX Fund was a new WealthShield position in Q4 2017.
First Trust Consumer Staples AlphaDEX Fund made up 0.03% of WealthShield's portfolio in Q4 2017, its #151 holding.
95 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.