Steward Partners Investment Advisory’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
|
|||||
|
2025
Q1 | $514K | Sell |
|
|||||
|
2024
Q4 | $528K | Sell |
|
|||||
|
2024
Q3 | $581K | Sell |
|
|||||
|
2024
Q2 | $564K | Sell |
|
|||||
|
2024
Q1 | $611K | Sell |
|
|||||
|
2023
Q4 | $592K | Sell |
|
|||||
|
2023
Q3 | $670K | Sell |
|
|||||
|
2023
Q2 | $702K | Sell |
|
|||||
|
2023
Q1 | $697K | Buy |
|
|||||
|
2022
Q4 | $704K | Sell |
|
|||||
|
2022
Q3 | $645K | Buy |
|
|||||
|
2022
Q2 | $667K | Buy |
|
|||||
|
2022
Q1 | $607K | Buy |
|
|||||
|
2021
Q4 | $579K | Buy |
|
|||||
|
2021
Q3 | $514K | Buy |
|
|||||
|
2021
Q2 | $372K | Buy |
|
|||||
|
2021
Q1 | $235K | Buy |
|
|||||
|
2020
Q4 | $130K | Buy |
|
|||||
|
2020
Q3 | $107K | Sell |
|
|||||
|
2020
Q2 | $113K | Buy |
|
|||||
|
2020
Q1 | $97K | Buy |
|
|||||
|
2019
Q4 | $118K | Sell |
|
|||||
|
2019
Q3 | $115K | Buy |
|
|||||
|
2019
Q2 | $58K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $60K | Hold |
|
|||||
|
2018
Q2 | $60K | Buy |
|
|||||
|
2018
Q1 | $31K | Hold |
|
|||||
|
2017
Q4 | $32K | Buy |
|