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Cedar Mountain Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Cedar Mountain 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
Q2 		– Sell
-134
Closed -$9K – 313
2022
Q1 		$9K Hold
134
– – ﹤0.01% 181
2021
Q4 		$8K Hold
134
– – ﹤0.01% 196
2021
Q3 		$8K Buy
+134
New +$7.61K ﹤0.01% 188

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Cedar Mountain Advisors's FXG Position: Q2 2022 in Review

Cedar Mountain Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2022, closing a stake of 134 shares — an estimated $9K sold.

Cedar Mountain Advisors first reported a position in FXG in Q3 2021 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q2 2022.

  • Cedar Mountain Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Cedar Mountain Advisors sold 134 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2022, an estimated $9K.
  • Cedar Mountain Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2021 and held it in 3 quarters.
  • Cedar Mountain Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $9K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2022.

Based on Cedar Mountain Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.