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Householder Group Estate & Retirement Specialist’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q3 		– Sell
-14,206
Closed -$872K – 1131
2022
Q2 		$872K Buy
+14,206
New +$909K 0.39% 56

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FXG Position: Q3 2022 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2022, closing a stake of 14,206 shares — an estimated $872K sold.

Householder Group Estate & Retirement Specialist first reported a position in FXG in Q2 2022 and held it in 1 quarter. The position peaked at $872K in Q2 2022. 142 funds tracked by Wall St. Rank hold FXG as of Q3 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 14,206 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2022, an estimated $872K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's First Trust Consumer Staples AlphaDEX Fund position peaked at $872K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2022, filed 11 Oct 2022.