Impact Partnership Wealth’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Impact Partnership Wealth’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	-1,348	Closed	-$92.3K	–	391
2024 Q1	$92.3K	Hold	1,348	–	–	0.04%	266
2023 Q4	$85K	Hold	1,348	–	–	0.03%	270
2023 Q3	$81.3K	Buy	+1,348	New	+$85.1K	0.03%	339

Other funds holding FXG

HIIFS

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

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.18B AUM 16.73% 1-Year Est. Return

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

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

Impact Partnership Wealth's FXG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2024, closing a stake of 1,348 shares — an estimated $92.3K sold.

Impact Partnership Wealth first reported a position in FXG in Q3 2023 and held it in 3 quarters. The position peaked at $92.3K in Q1 2024. 121 funds tracked by Wall St. Rank hold FXG as of Q2 2024.

Impact Partnership Wealth reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 1,348 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2024, an estimated $92.3K.
Impact Partnership Wealth first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
Impact Partnership Wealth's First Trust Consumer Staples AlphaDEX Fund position peaked at $92.3K in Q1 2024.
121 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.