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Apollon Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Apollon Wealth 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
2023
Q1 		– Sell
-10,217
Closed -$641K – 890
2022
Q4 		$641K Sell
10,217
-59
-0.6% -$3.69K 0.05% 427
2022
Q3 		$584K Buy
+10,276
New +$642K 0.05% 404

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apollon Wealth Management's FXG Position: Q1 2023 in Review

Apollon Wealth Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2023, closing a stake of 10,217 shares — an estimated $641K sold.

Apollon Wealth Management first reported a position in FXG in Q3 2022 and held it in 2 quarters. The position peaked at $641K in Q4 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q1 2023.

  • Apollon Wealth Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 10,217 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2023, an estimated $641K.
  • Apollon Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2022 and held it in 2 quarters.
  • Apollon Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $641K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.