Realta Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Realta Investment 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
2024 Q4	–	Sell	-201	Closed	-$13.6K	–	364
2024 Q3	$13.6K	Hold	201	–	–	0.01%	291
2024 Q2	$13K	Hold	201	–	–	﹤0.01%	656
2024 Q1	$13.8K	Buy	+201	New	+$12.9K	﹤0.01%	675
2023 Q4	–	Sell	-3,216	Closed	-$201K	–	548
2023 Q3	$201K	Hold	3,216	–	–	0.05%	384
2023 Q2	$201K	Buy	+3,216	New	+$201K	0.04%	396
2023 Q1	–	Sell	-3,216	Closed	-$202K	–	557
2022 Q4	$202K	Buy	3,216 +525	+20%	+$32.8K	0.05%	391
2022 Q3	$153K	Buy	+2,691	New	+$168K	0.04%	397

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAG

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Realta Investment Advisors's FXG Position: Q4 2024 in Review

Realta Investment Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2024, closing a stake of 201 shares — an estimated $13.6K sold.

Realta Investment Advisors first reported a position in FXG in Q3 2022 and held it in 7 quarters. The position peaked at $202K in Q4 2022. 127 funds tracked by Wall St. Rank hold FXG as of Q4 2024.

Realta Investment Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 201 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2024, an estimated $13.6K.
Realta Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $202K in Q4 2022.
127 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.