High Net Worth Advisory Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-900	Closed	-$56.5K	–	331
2022 Q4	$56.5K	Hold	900	–	–	0.02%	309
2022 Q3	$51K	Hold	900	–	–	0.02%	318
2022 Q2	$55K	Hold	900	–	–	0.02%	306
2022 Q1	$57K	Hold	900	–	–	0.02%	320
2021 Q4	$56K	Buy	+900	New	+$52.9K	0.02%	334

Other funds holding FXG

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

HIIFS

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's FXG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2023, closing a stake of 900 shares — an estimated $56.5K sold.

High Net Worth Advisory Group first reported a position in FXG in Q4 2021 and held it in 5 quarters. The position peaked at $57K in Q1 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 900 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2023, an estimated $56.5K.
High Net Worth Advisory Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $57K in Q1 2022.
147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.