Cyndeo Wealth Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Cyndeo Wealth Partners’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 Q2	–	Sell	-5,264	Closed	-$327K	–	332
2023 Q1	$327K	Sell	5,264 -92,092	-95%	-$5.7M	0.04%	255
2022 Q4	$6.11M	Buy	+97,356	New	+$6.09M	0.72%	40

Other funds holding FXG

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cyndeo Wealth Partners's FXG Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2023, closing a stake of 5,264 shares — an estimated $327K sold.

Cyndeo Wealth Partners first reported a position in FXG in Q4 2022 and held it in 2 quarters. The position peaked at $6.11M in Q4 2022. 142 funds tracked by Wall St. Rank hold FXG as of Q2 2023.

Cyndeo Wealth Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,264 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2023, an estimated $327K.
Cyndeo Wealth Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Cyndeo Wealth Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $6.11M in Q4 2022.
142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.