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Gratus Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Gratus Wealth 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
-24,856
Closed -$1.62M – 136
2024
Q1 		$1.62M Sell
24,856
-187,454
-88% -$12.1M 0.3% 38
2023
Q4 		$13.4M Buy
+212,310
New +$12.8M 2.64% 14

Other funds holding FXG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.47B AUM 24.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gratus Wealth Advisors's FXG Position: Q2 2024 in Review

Gratus Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2024, closing a stake of 24,856 shares — an estimated $1.62M sold.

Gratus Wealth Advisors first reported a position in FXG in Q4 2023 and held it in 2 quarters. The position peaked at $13.4M in Q4 2023. 121 funds tracked by Wall St. Rank hold FXG as of Q2 2024.

  • Gratus Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 24,856 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2024, an estimated $1.62M.
  • Gratus Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Gratus Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $13.4M in Q4 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2024.

Based on Gratus Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.