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Sowell Financial Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-377
Closed -$19K – 2515
2019
Q4 		$19K Hold
377
– – ﹤0.01% 1453
2019
Q3 		$18K Buy
+377
New +$17.7K ﹤0.01% 1316

Other funds holding FXG

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

Sowell Financial Services's FXG Position: Q1 2020 in Review

Sowell Financial Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2020, closing a stake of 377 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in FXG in Q3 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 84 funds tracked by Wall St. Rank hold FXG as of Q1 2020.

  • Sowell Financial Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 377 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2020, an estimated $19K.
  • Sowell Financial Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $19K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.