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Smartleaf Asset Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Smartleaf Asset Management’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
Q1 		– Sell
-7
Closed -$441 – 1864
2023
Q4 		$441 Buy
+7
New +$421 ﹤0.01% 1081

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RJA
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Bank of America
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CAG
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UBS Group
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Royal Bank of Canada
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Smartleaf Asset Management's FXG Position: Q1 2024 in Review

Smartleaf Asset Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2024, closing a stake of 7 shares — an estimated $441 sold.

Smartleaf Asset Management first reported a position in FXG in Q4 2023 and held it in 1 quarter. The position peaked at $441 in Q4 2023. 128 funds tracked by Wall St. Rank hold FXG as of Q1 2024.

  • Smartleaf Asset Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 7 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2024, an estimated $441.
  • Smartleaf Asset Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Smartleaf Asset Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $441 in Q4 2023.
  • 128 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2024.

Based on Smartleaf Asset Management's 13F filing for Q1 2024, filed 3 May 2024.