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Strategic Blueprint’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-386
Closed -$22K – 728
2021
Q2 		$22K Buy
+386
New +$22.7K ﹤0.01% 793

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
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Strategic Blueprint's FXG Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2021, closing a stake of 386 shares — an estimated $22K sold.

Strategic Blueprint first reported a position in FXG in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 95 funds tracked by Wall St. Rank hold FXG as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 386 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2021, an estimated $22K.
  • Strategic Blueprint first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Consumer Staples AlphaDEX Fund position peaked at $22K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.