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

Arkadios 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
2022 Q3	–	Sell	-3,565	Closed	-$219K	–	547
2022 Q2	$219K	Buy	+3,565	New	+$228K	0.03%	480
2021 Q4	–	Sell	-1,920	Closed	-$108K	–	1029
2021 Q3	$108K	Buy	1,920 +2	+0.1%	+$114	0.02%	671
2021 Q2	$109K	Buy	1,918 +1	+0.1%	+$59	0.01%	698
2021 Q1	$110K	Buy	1,917 +1,568	+449%	+$85K	0.02%	519
2020 Q4	$18K	Buy	349 +50	+17%	+$2.52K	﹤0.01%	779
2020 Q3	$15K	Hold	299	–	–	0.01%	660
2020 Q2	$14.1K	Hold	299	–	–	0.01%	613
2020 Q1	$12K	Hold	299	–	–	0.01%	598
2019 Q4	$14.6K	Buy	+299	New	+$14.5K	0.01%	524

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's FXG Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2022, closing a stake of 3,565 shares — an estimated $219K sold.

Arkadios Wealth Advisors first reported a position in FXG in Q4 2019 and held it in 9 quarters. The position peaked at $219K in Q2 2022. 142 funds tracked by Wall St. Rank hold FXG as of Q3 2022.

Arkadios Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,565 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2022, an estimated $219K.
Arkadios Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $219K in Q2 2022.
142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.