W
FXU icon

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

WealthShield’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
Q4 		$14K Buy
+525
New +$14.2K 0.01% 187

Other funds holding FXU

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WealthShield's FXU Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q4 2017: 525 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

77 funds tracked by Wall St. Rank hold FXU as of Q4 2017.

  • WealthShield held 525 shares of First Trust Utilities AlphaDEX Fund worth $14K as of Q4 2017.
  • First Trust Utilities AlphaDEX Fund was a new WealthShield position in Q4 2017.
  • First Trust Utilities AlphaDEX Fund made up 0.01% of WealthShield's portfolio in Q4 2017, its #187 holding.
  • 77 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2017.

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