Good Life Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Good Life 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 Q3	–	Sell	-3,335	Closed	-$215K	–	566
2024 Q2	$215K	Sell	3,335 -4,388	-57%	-$291K	0.02%	416
2024 Q1	$529K	Sell	7,723 -7,311	-49%	-$470K	0.05%	237
2023 Q4	$949K	Sell	15,034 -4,474	-23%	-$269K	0.09%	165
2023 Q3	$1.18M	Sell	19,508 -412	-2%	-$26K	0.13%	131
2023 Q2	$1.25M	Sell	19,920 -4,655	-19%	-$291K	0.14%	129
2023 Q1	$1.53M	Sell	24,575 -1,418	-5%	-$87.8K	0.19%	106
2022 Q4	$1.63M	Sell	25,993 -213	-0.8%	-$13.3K	0.23%	96
2022 Q3	$1.49M	Buy	+26,206	New	+$1.64M	0.22%	93

Other funds holding FXG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

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

RJA

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Good Life Advisors's FXG Position: Q3 2024 in Review

Good Life Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2024, closing a stake of 3,335 shares — an estimated $215K sold.

Good Life Advisors first reported a position in FXG in Q3 2022 and held it in 8 quarters. The position peaked at $1.63M in Q4 2022. 117 funds tracked by Wall St. Rank hold FXG as of Q3 2024.

Good Life Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Good Life Advisors sold 3,335 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2024, an estimated $215K.
Good Life Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2022 and held it in 8 quarters.
Good Life Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.63M in Q4 2022.
117 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2024.

Based on Good Life Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.