AWA
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Arete Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-3,382
Closed -$212K – 581
2023
Q2 		$212K Buy
+3,382
New +$212K 0.02% 581

Other funds holding FXG

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's FXG Position: Q3 2023 in Review

Arete Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2023, closing a stake of 3,382 shares — an estimated $212K sold.

Arete Wealth Advisors first reported a position in FXG in Q2 2023 and held it in 1 quarter. The position peaked at $212K in Q2 2023. 138 funds tracked by Wall St. Rank hold FXG as of Q3 2023.

  • Arete Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,382 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2023, an estimated $212K.
  • Arete Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $212K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.