Claraphi Advisory Network’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Claraphi Advisory Network’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 Q4	$706K	Buy	11,240 +5,422	+93%	+$339K	0.28%	99
2022 Q3	$331K	Sell	5,818 -216	-4%	-$13.5K	0.18%	134
2022 Q2	$370K	Buy	+6,034	New	+$386K	0.13%	168

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

VCM

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

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

RJA

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

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

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

Claraphi Advisory Network's FXG Position: Q4 2022 in Review

Claraphi Advisory Network increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 93% in Q4 2022, buying an estimated $339K and bringing the position to 11,240 shares worth $706K. The position accounts for 0.28% of the portfolio, ranked #99.

Claraphi Advisory Network first reported a position in FXG in Q2 2022 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold FXG as of Q4 2022.

Claraphi Advisory Network held 11,240 shares of First Trust Consumer Staples AlphaDEX Fund worth $706K as of Q4 2022.
Claraphi Advisory Network bought 5,422 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2022, an estimated $339K.
First Trust Consumer Staples AlphaDEX Fund made up 0.28% of Claraphi Advisory Network's portfolio in Q4 2022, its #99 holding.
Claraphi Advisory Network first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2022 and has held it in 3 quarters since.
148 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.