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Fortis Group Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Fortis Group 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
2024
Q2 		– Sell
-7,889
Closed -$540K – 511
2024
Q1 		$540K Buy
+7,889
New +$507K 0.1% 124

Other funds holding FXG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Group Advisors's FXG Position: Q2 2024 in Review

Fortis Group Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2024, closing a stake of 7,889 shares — an estimated $540K sold.

Fortis Group Advisors first reported a position in FXG in Q1 2024 and held it in 1 quarter. The position peaked at $540K in Q1 2024. 121 funds tracked by Wall St. Rank hold FXG as of Q2 2024.

  • Fortis Group Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 7,889 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2024, an estimated $540K.
  • Fortis Group Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Fortis Group Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $540K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.