Eaton Vance Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Eaton Vance Management’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 Q1	–	Sell	-108	Closed	-$7K	–	2153
2021 Q4	$7K	Hold	108	–	–	﹤0.01%	2588
2021 Q3	$0	Hold	108	–	–	﹤0.01%	2271
2021 Q2	$6K	Hold	108	–	–	﹤0.01%	2615
2021 Q1	$6K	Buy	+108	New	+$5.85K	﹤0.01%	2507

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Eaton Vance Management's FXG Position: Q1 2022 in Review

Eaton Vance Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2022, closing a stake of 108 shares — an estimated $7K sold.

Eaton Vance Management first reported a position in FXG in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 129 funds tracked by Wall St. Rank hold FXG as of Q1 2022.

Eaton Vance Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 108 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2022, an estimated $7K.
Eaton Vance Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $7K in Q4 2021.
129 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.