Stonebridge Financial Planning Group’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 | $358K | Hold |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $496K | Hold |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $520K | Sell |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $454K | Buy |
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|
2019
Q4 | $537K | Buy |
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