KWM
FXG icon

Kingsview Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Kingsview Wealth Management’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
-3,195
Closed -$219K – 1067
2024
Q1 		$219K Sell
3,195
-1,073
-25% -$69K 0.01% 935
2023
Q4 		$269K Sell
4,268
-481
-10% -$28.9K 0.01% 805
2023
Q3 		$287K Sell
4,749
-220
-4% -$13.9K 0.01% 761
2023
Q2 		$311K Buy
4,969
+374
+8% +$23.4K 0.01% 733
2023
Q1 		$285K Hold
4,595
– – 0.01% 722
2022
Q4 		$288K Hold
4,595
– – 0.01% 681
2022
Q3 		$261K Sell
4,595
-19,212
-81% -$1.2M 0.01% 677
2022
Q2 		$1.46M Buy
+23,807
New +$1.52M 0.07% 276
2019
Q2 		– Sell
-6,867
Closed -$314K – 477
2019
Q1 		$314K Sell
6,867
-416
-6% -$18.5K 0.05% 343
2018
Q4 		$307K Sell
7,283
-301
-4% -$13.9K 0.07% 281
2018
Q3 		$356K Buy
7,584
+653
+9% +$31.1K 0.07% 265
2018
Q2 		$327K Sell
6,931
-5,051
-42% -$234K 0.08% 256
2018
Q1 		$562K Buy
11,982
+179
+2% +$8.66K 0.14% 188
2017
Q4 		$574K Sell
11,803
-2,740
-19% -$128K 0.2% 152
2017
Q3 		$664K Buy
14,543
+471
+3% +$21.8K 0.29% 107
2017
Q2 		$647K Buy
14,072
+1,161
+9% +$54K 0.33% 97
2017
Q1 		$596K Buy
+12,911
New +$596K 0.35% 99

Other funds holding FXG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's FXG Position: Q2 2024 in Review

Kingsview Wealth Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2024, closing a stake of 3,195 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in FXG in Q1 2017 and held it in 17 quarters. The position peaked at $1.46M in Q2 2022. 121 funds tracked by Wall St. Rank hold FXG as of Q2 2024.

  • Kingsview Wealth Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,195 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2024, an estimated $219K.
  • Kingsview Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2017 and held it in 17 quarters.
  • Kingsview Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.46M in Q2 2022.
  • 121 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.