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

PCG 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	-11,633	Closed	-$702K	–	106
2023 Q3	$702K	Sell	11,633 -1,082	-9%	-$68.3K	0.46%	49
2023 Q2	$797K	Sell	12,715 -60	-0.5%	-$3.75K	0.49%	51
2023 Q1	$793K	Buy	12,775 +76	+0.6%	+$4.71K	0.5%	49
2022 Q4	$797K	Buy	+12,699	New	+$794K	0.5%	49

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

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

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 $528B AUM 27.57% 1-Year Est. Return

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