SFC
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Strategic Financial Concepts’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Strategic Financial Concepts’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
2023
Q2 		– Sell
-3,295
Closed -$204K – 258
2023
Q1 		$204K Buy
+3,295
New +$204K 0.08% 218

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Financial Concepts's FXG Position: Q2 2023 in Review

Strategic Financial Concepts sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2023, closing a stake of 3,295 shares — an estimated $204K sold.

Strategic Financial Concepts first reported a position in FXG in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 142 funds tracked by Wall St. Rank hold FXG as of Q2 2023.

  • Strategic Financial Concepts reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,295 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2023, an estimated $204K.
  • Strategic Financial Concepts first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Consumer Staples AlphaDEX Fund position peaked at $204K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.