LGA
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Lebenthal Global Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Lebenthal Global 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
Q1 		– Sell
-1,000
Closed -$51K – 287
2020
Q4 		$51K Buy
+1,000
New +$50.5K 0.04% 251

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
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 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
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lebenthal Global Advisors's FXG Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2021, closing a stake of 1,000 shares — an estimated $51K sold.

Lebenthal Global Advisors first reported a position in FXG in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 91 funds tracked by Wall St. Rank hold FXG as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,000 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2021, an estimated $51K.
  • Lebenthal Global Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $51K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.