WFG Advisors’s First Trust CBOE S&P 500 VIX Tail Hedge Fund VIXH Stock Holding History

WFG Advisors’s Portfolio VIXH Stock Details VIXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$57K	Hold	2,200	–	–	0.01%	672
2017 Q1	$55K	Buy	2,200 +700	+47%	+$17.3K	0.01%	640
2016 Q4	$36K	Buy	1,500 +750	+100%	+$17.7K	0.01%	798
2016 Q3	$18K	Buy	+750	New	+$18K	﹤0.01%	976

Other funds holding VIXH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

WFG Advisors's VIXH Position: Q2 2017 in Review

WFG Advisors held its First Trust CBOE S&P 500 VIX Tail Hedge Fund (VIXH) position steady in Q2 2017 at 2,200 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #672.

WFG Advisors first reported a position in VIXH in Q3 2016 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold VIXH as of Q2 2017.

WFG Advisors held 2,200 shares of First Trust CBOE S&P 500 VIX Tail Hedge Fund worth $57K as of Q2 2017.
WFG Advisors left its First Trust CBOE S&P 500 VIX Tail Hedge Fund share count unchanged in Q2 2017.
First Trust CBOE S&P 500 VIX Tail Hedge Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #672 holding.
WFG Advisors first reported a position in First Trust CBOE S&P 500 VIX Tail Hedge Fund in Q3 2016 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held First Trust CBOE S&P 500 VIX Tail Hedge Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.