RBC
FXG icon

Romano Brothers & Co’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-200
Closed -$12.6K – 545
2022
Q4 		$12.6K Buy
+200
New +$12.5K ﹤0.01% 699

Other funds holding FXG

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Romano Brothers & Co's FXG Position: Q1 2023 in Review

Romano Brothers & Co sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2023, closing a stake of 200 shares — an estimated $12.6K sold.

Romano Brothers & Co first reported a position in FXG in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q1 2023.

  • Romano Brothers & Co reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 200 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2023, an estimated $12.6K.
  • Romano Brothers & Co first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's First Trust Consumer Staples AlphaDEX Fund position peaked at $12.6K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.