AIM
FXG icon

Anchor Investment Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Anchor Investment Management’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
2022
Q1 		– Sell
-785
Closed -$48.6K – 1015
2021
Q4 		$48.6K Buy
+785
New +$46.1K 0.01% 574

Other funds holding FXG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Anchor Investment Management's FXG Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2022, closing a stake of 785 shares — an estimated $48.6K sold.

Anchor Investment Management first reported a position in FXG in Q4 2021 and held it in 1 quarter. The position peaked at $48.6K in Q4 2021. 129 funds tracked by Wall St. Rank hold FXG as of Q1 2022.

  • Anchor Investment Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 785 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2022, an estimated $48.6K.
  • Anchor Investment Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Anchor Investment Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $48.6K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.