JP Morgan Private Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$344K	Buy	5,694 +650	+13%	+$41K	﹤0.01%	1405
2023 Q2	$316K	Sell	5,044 -1,566	-24%	-$98K	﹤0.01%	1222
2023 Q1	$410K	Buy	6,610 +551	+9%	+$34.1K	﹤0.01%	1552
2022 Q4	$380K	Buy	+6,059	New	+$379K	﹤0.01%	1567
2022 Q2	–	Sell	-3,466	Closed	-$221K	–	1953
2022 Q1	$221K	Hold	3,466	–	–	﹤0.01%	1873
2021 Q4	$215K	Buy	+3,466	New	+$204K	﹤0.01%	1882

Other funds holding FXG

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Private Wealth Advisors's FXG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 13% in Q3 2023, buying an estimated $41K and bringing the position to 5,694 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

JP Morgan Private Wealth Advisors first reported a position in FXG in Q4 2021 and has held it in 6 quarters since. The position peaked at $410K in Q1 2023. 138 funds tracked by Wall St. Rank hold FXG as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,694 shares of First Trust Consumer Staples AlphaDEX Fund worth $344K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 650 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2023, an estimated $41K.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1405 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2021 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $410K in Q1 2023.
138 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.