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Hochman Cole Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$417K Hold
7,413
– – 0.16% 86
2021
Q2 		$422K Hold
7,413
– – 0.17% 83
2021
Q1 		$426K Hold
7,413
– – 0.18% 81
2020
Q4 		$383K Hold
7,413
– – 0.16% 85
2020
Q3 		$356K Sell
7,413
-31
-0.4% -$1.5K 0.18% 85
2020
Q2 		$343K Hold
7,444
– – 0.19% 81
2020
Q1 		$298K Sell
7,444
-225
-3% -$10.3K 0.2% 77
2019
Q4 		$384K Hold
7,669
– – 0.21% 77
2019
Q3 		$371K Sell
7,669
-704
-8% -$33K 0.23% 74
2019
Q2 		$382K Hold
8,373
– – 0.23% 79
2019
Q1 		$383K Buy
8,373
+332
+4% +$14.8K 0.23% 79
2018
Q4 		$339K Sell
8,041
-26
-0.3% -$1.2K 0.23% 74
2018
Q3 		$378K Hold
8,067
– – 0.24% 67
2018
Q2 		$380K Sell
8,067
-2,245
-22% -$104K 0.25% 65
2018
Q1 		$484K Sell
10,312
-58
-0.6% -$2.81K 0.34% 53
2017
Q4 		$505K Sell
10,370
-185
-2% -$8.66K 0.32% 54
2017
Q3 		$482K Sell
10,555
-480
-4% -$22.2K 0.32% 54
2017
Q2 		$508K Sell
11,035
-263
-2% -$12.2K 0.35% 54
2017
Q1 		$521K Sell
11,298
-1,458
-11% -$67.3K 0.38% 51
2016
Q4 		$584K Buy
12,756
+548
+4% +$24.9K 0.42% 49
2016
Q3 		$567K Sell
12,208
-1,247
-9% -$59.8K 0.42% 50
2016
Q2 		$651K Sell
13,455
-2,861
-18% -$134K 0.53% 46
2016
Q1 		$753K Buy
16,316
+81
+0.5% +$3.57K 0.64% 41
2015
Q4 		$722K Buy
+16,235
New +$709K 0.61% 43

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Hochman Cole Investment Advisors's FXG Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q3 2021 at 7,413 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #86.

Hochman Cole Investment Advisors first reported a position in FXG in Q4 2015 and has held it in 24 quarters since. The position peaked at $753K in Q1 2016. 95 funds tracked by Wall St. Rank hold FXG as of Q3 2021.

  • Hochman Cole Investment Advisors held 7,413 shares of First Trust Consumer Staples AlphaDEX Fund worth $417K as of Q3 2021.
  • Hochman Cole Investment Advisors left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q3 2021.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.16% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #86 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $753K in Q1 2016.
  • 95 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.