Maxwell Wealth Strategies’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Maxwell Wealth Strategies’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 Q4	$2.11M	Sell	32,977 -383	-1%	-$25.8K	0.86%	34
2024 Q3	$2.25M	Sell	33,360 -31,116	-48%	-$2.07M	0.96%	37
2024 Q2	$4.15M	Buy	64,476 +368	+0.6%	+$24.4K	2.04%	13
2024 Q1	$4.18M	Buy	64,108 +22,396	+54%	+$1.44M	2.12%	9
2023 Q4	$2.63M	Buy	+41,712	New	+$2.51M	1.72%	18

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Maxwell Wealth Strategies's FXG Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 1.1% in Q4 2024, selling an estimated $25.8K and leaving 32,977 shares worth $2.11M. The position accounts for 0.86% of the portfolio, ranked #34.

Maxwell Wealth Strategies first reported a position in FXG in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.18M in Q1 2024. 127 funds tracked by Wall St. Rank hold FXG as of Q4 2024.

Maxwell Wealth Strategies held 32,977 shares of First Trust Consumer Staples AlphaDEX Fund worth $2.11M as of Q4 2024.
Maxwell Wealth Strategies sold 383 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2024, an estimated $25.8K.
First Trust Consumer Staples AlphaDEX Fund made up 0.86% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #34 holding.
Maxwell Wealth Strategies first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's First Trust Consumer Staples AlphaDEX Fund position peaked at $4.18M in Q1 2024.
127 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.