FourThought Financial’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

FourThought Financial’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 Q3	$27K	Hold	470	–	–	﹤0.01%	787
2022 Q2	$29K	Hold	470	–	–	﹤0.01%	771
2022 Q1	$30K	Hold	470	–	–	﹤0.01%	803
2021 Q4	$29K	Hold	470	–	–	﹤0.01%	832
2021 Q3	$26K	Buy	+470	New	+$26.7K	﹤0.01%	883

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

VCM

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

RJA

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

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

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

FourThought Financial's FXG Position: Q3 2022 in Review

FourThought Financial held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q3 2022 at 470 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

FourThought Financial first reported a position in FXG in Q3 2021 and has held it in 5 quarters since. The position peaked at $30K in Q1 2022. 142 funds tracked by Wall St. Rank hold FXG as of Q3 2022.

FourThought Financial held 470 shares of First Trust Consumer Staples AlphaDEX Fund worth $27K as of Q3 2022.
FourThought Financial left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q3 2022.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #787 holding.
FourThought Financial first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's First Trust Consumer Staples AlphaDEX Fund position peaked at $30K in Q1 2022.
142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.