O'Dell Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-91	Closed	-$5.74K	–	235
2023 Q4	$5.74K	Buy	+91	New	+$5.47K	﹤0.01%	382
2023 Q3	–	Sell	-51	Closed	-$3.17K	–	220
2023 Q2	$3.17K	Buy	+51	New	+$3.19K	﹤0.01%	417
2022 Q4	–	Sell	-111	Closed	-$6K	–	197
2022 Q3	$6K	Buy	+111	New	+$6.94K	﹤0.01%	323
2022 Q1	–	Sell	-784	Closed	-$49K	–	537
2021 Q4	$49K	Buy	+784	New	+$46.1K	0.01%	169

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

O'Dell Group's FXG Position: Q1 2024 in Review

O'Dell Group sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2024, closing a stake of 91 shares — an estimated $5.74K sold.

O'Dell Group first reported a position in FXG in Q4 2021 and held it in 4 quarters. The position peaked at $49K in Q4 2021. 128 funds tracked by Wall St. Rank hold FXG as of Q1 2024.

O'Dell Group reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 91 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2024, an estimated $5.74K.
O'Dell Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
O'Dell Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $49K in Q4 2021.
128 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.