Harel Insurance Investments & Financial Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Harel Insurance Investments & Financial Services’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
2025 Q1	–	Sell	-906,000	Closed	-$58M	–	504
2024 Q4	$58M	Hold	906,000	–	–	0.95%	26
2024 Q3	$61.9M	Hold	906,000	–	–	1.07%	24
2024 Q2	$58.4M	Hold	906,000	–	–	1.1%	25
2024 Q1	$62.1M	Hold	906,000	–	–	1.2%	26
2023 Q4	$57.2M	Hold	906,000	–	–	1%	32
2023 Q3	$54.7M	Hold	906,000	–	–	1.08%	26
2023 Q2	$56.8M	Hold	906,000	–	–	1.4%	20
2023 Q1	$56.2M	Buy	906,000 +366,000	+68%	+$22.7M	1.15%	26
2022 Q4	$33.9M	Buy	+540,000	New	+$33.8M	0.74%	34
2019 Q1	–	Sell	-550	Closed	-$23K	–	469
2018 Q4	$23K	Hold	550	–	–	﹤0.01%	370
2018 Q3	$26K	Buy	+550	New	+$26.2K	﹤0.01%	405

Other funds holding FXG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

IAA

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's FXG Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2025, closing a stake of 906,000 shares — an estimated $58M sold.

Harel Insurance Investments & Financial Services first reported a position in FXG in Q3 2018 and held it in 11 quarters. The position peaked at $62.1M in Q1 2024. 120 funds tracked by Wall St. Rank hold FXG as of Q1 2025.

Harel Insurance Investments & Financial Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 906,000 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2025, an estimated $58M.
Harel Insurance Investments & Financial Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2018 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $62.1M in Q1 2024.
120 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.