Gradient Investments’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Gradient Investments’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 Q1	–	Sell	-58	Closed	-$3.66K	–	1459
2023 Q4	$3.66K	Hold	58	–	–	﹤0.01%	1070
2023 Q3	$3.5K	Hold	58	–	–	﹤0.01%	1039
2023 Q2	$3.63K	Hold	58	–	–	﹤0.01%	1027
2023 Q1	$3.6K	Buy	+58	New	+$3.59K	﹤0.01%	1014
2017 Q1	–	Sell	-450	Closed	-$21K	–	786
2016 Q4	$21K	Hold	450	–	–	﹤0.01%	351
2016 Q3	$21K	Sell	450 -37	-8%	-$1.77K	﹤0.01%	348
2016 Q2	$24K	Sell	487 -31	-6%	-$1.45K	﹤0.01%	332
2016 Q1	$24K	Buy	518 +68	+15%	+$3K	﹤0.01%	337
2015 Q4	$20K	Hold	450	–	–	﹤0.01%	321
2015 Q3	$19K	Buy	450 +431	+2,268%	+$19K	﹤0.01%	313
2015 Q2	$1K	Buy	+19	New	+$848	﹤0.01%	566
2013 Q3	–	Sell	-33	Closed	-$1K	–	530
2013 Q2	$1K	Buy	+33	New	+$1.02K	﹤0.01%	407

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gradient Investments's FXG Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2024, closing a stake of 58 shares — an estimated $3.66K sold.

Gradient Investments first reported a position in FXG in Q2 2013 and held it in 12 quarters. The position peaked at $24K in Q2 2016. 128 funds tracked by Wall St. Rank hold FXG as of Q1 2024.

Gradient Investments reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 58 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2024, an estimated $3.66K.
Gradient Investments first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and held it in 12 quarters.
Gradient Investments's First Trust Consumer Staples AlphaDEX Fund position peaked at $24K in Q2 2016.
128 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.