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Migdal Insurance & Financial Holdings’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q4 		– Sell
-1,126,000
Closed -$54.6M – 763
2019
Q3 		$54.6M Buy
+1,126,000
New +$52.7M 1.13% 19

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FXG Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2019, closing a stake of 1,126,000 shares — an estimated $54.6M sold.

Migdal Insurance & Financial Holdings first reported a position in FXG in Q3 2019 and held it in 1 quarter. The position peaked at $54.6M in Q3 2019. 100 funds tracked by Wall St. Rank hold FXG as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,126,000 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2019, an estimated $54.6M.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's First Trust Consumer Staples AlphaDEX Fund position peaked at $54.6M in Q3 2019.
  • 100 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.