Coppell Advisory Solutions Corp’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$2.3M	Buy	+33,574	New	+$2.16M	0.43%	52
2023 Q1	–	Sell	-47,069	Closed	-$2.95M	–	543
2022 Q4	$2.95M	Buy	+47,069	New	+$2.94M	1%	18

Other funds holding FXG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Coppell Advisory Solutions Corp's FXG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2024: 33,574 shares worth $2.3M. The stake represents 0.43% of the portfolio and ranks #52 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FXG as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in FXG in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.95M in Q4 2022. 128 funds tracked by Wall St. Rank hold FXG as of Q1 2024.

Coppell Advisory Solutions Corp held 33,574 shares of First Trust Consumer Staples AlphaDEX Fund worth $2.3M as of Q1 2024.
First Trust Consumer Staples AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Consumer Staples AlphaDEX Fund made up 0.43% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #52 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
Coppell Advisory Solutions Corp's First Trust Consumer Staples AlphaDEX Fund position peaked at $2.95M in Q4 2022.
128 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.