PPW
FXG icon

Pinnacle Private Wealth’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$222K Buy
3,625
+45
+1% +$2.88K 0.09% 241
2022
Q1 		$228K Buy
+3,580
New +$223K 0.07% 262

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Pinnacle Private Wealth's FXG Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 1.3% in Q2 2022, buying an estimated $2.88K and bringing the position to 3,625 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #241.

Pinnacle Private Wealth first reported a position in FXG in Q1 2022 and has held it in 2 quarters since. The position peaked at $228K in Q1 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q2 2022.

  • Pinnacle Private Wealth held 3,625 shares of First Trust Consumer Staples AlphaDEX Fund worth $222K as of Q2 2022.
  • Pinnacle Private Wealth bought 45 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2022, an estimated $2.88K.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #241 holding.
  • Pinnacle Private Wealth first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's First Trust Consumer Staples AlphaDEX Fund position peaked at $228K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.