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Mach-1 Financial Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-3,805
Closed -$230K – 247
2023
Q3 		$230K Sell
3,805
-420
-10% -$26.5K 0.1% 180
2023
Q2 		$265K Buy
+4,225
New +$264K 0.08% 174

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Mach-1 Financial Group's FXG Position: Q4 2023 in Review

Mach-1 Financial Group sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2023, closing a stake of 3,805 shares — an estimated $230K sold.

Mach-1 Financial Group first reported a position in FXG in Q2 2023 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 135 funds tracked by Wall St. Rank hold FXG as of Q4 2023.

  • Mach-1 Financial Group reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,805 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2023, an estimated $230K.
  • Mach-1 Financial Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $265K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.