Outlook Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Outlook Wealth 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
2023 Q4	–	Sell	-4,062	Closed	-$245K	–	256
2023 Q3	$245K	Buy	4,062 +120	+3%	+$7.57K	0.09%	177
2023 Q2	$247K	Buy	3,942 +428	+12%	+$26.8K	0.09%	175
2023 Q1	$218K	Sell	3,514 -15	-0.4%	-$929	0.1%	171
2022 Q4	$222K	Sell	3,529 -5	-0.1%	-$313	0.11%	162
2022 Q3	$201K	Buy	+3,534	New	+$221K	0.09%	176

Other funds holding FXG

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

Outlook Wealth Advisors's FXG Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2023, closing a stake of 4,062 shares — an estimated $245K sold.

Outlook Wealth Advisors first reported a position in FXG in Q3 2022 and held it in 5 quarters. The position peaked at $247K in Q2 2023. 135 funds tracked by Wall St. Rank hold FXG as of Q4 2023.

Outlook Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 4,062 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2023, an estimated $245K.
Outlook Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2022 and held it in 5 quarters.
Outlook Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $247K in Q2 2023.
135 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.