Global Wealth Management Investment Advisory’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-9	Closed	–	–	508
2020 Q2	$0	Hold	9	–	–	﹤0.01%	628
2020 Q1	$0	Hold	9	–	–	﹤0.01%	620
2019 Q4	$0	Sell	9 -641	-99%	-$31K	﹤0.01%	661
2019 Q3	$31K	Buy	650 +641	+7,122%	+$30K	0.01%	211
2019 Q2	$0	Hold	9	–	–	﹤0.01%	728
2019 Q1	$0	Hold	9	–	–	﹤0.01%	706
2018 Q4	$0	Buy	+9	New	+$414	﹤0.01%	708

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

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Global Wealth Management Investment Advisory's FXG Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2020, closing a stake of 9 shares.

Global Wealth Management Investment Advisory first reported a position in FXG in Q4 2018 and held it in 7 quarters. The position peaked at $31K in Q3 2019. 85 funds tracked by Wall St. Rank hold FXG as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 9 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2020.
Global Wealth Management Investment Advisory first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's First Trust Consumer Staples AlphaDEX Fund position peaked at $31K in Q3 2019.
85 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.