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Silver Oak Securities’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Silver Oak Securities’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 		– Sell
-6,253
Closed -$412K – 298
2022
Q1 		$412K Buy
+6,253
New +$390K 0.08% 184

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Silver Oak Securities's FXG Position: Q2 2022 in Review

Silver Oak Securities sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2022, closing a stake of 6,253 shares — an estimated $412K sold.

Silver Oak Securities first reported a position in FXG in Q1 2022 and held it in 1 quarter. The position peaked at $412K in Q1 2022. 147 funds tracked by Wall St. Rank hold FXG as of Q2 2022.

  • Silver Oak Securities reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Silver Oak Securities sold 6,253 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2022, an estimated $412K.
  • Silver Oak Securities first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Silver Oak Securities's First Trust Consumer Staples AlphaDEX Fund position peaked at $412K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2022.

Based on Silver Oak Securities's 13F filing for Q2 2022, filed 15 Aug 2022.