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Truvestments Capital’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Truvestments Capital’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
2024
Q4 		– Sell
-248
Closed -$16.9K – 1036
2024
Q3 		$16.9K Buy
+248
New +$16.5K ﹤0.01% 518

Other funds holding FXG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truvestments Capital's FXG Position: Q4 2024 in Review

Truvestments Capital sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2024, closing a stake of 248 shares — an estimated $16.9K sold.

Truvestments Capital first reported a position in FXG in Q3 2024 and held it in 1 quarter. The position peaked at $16.9K in Q3 2024. 127 funds tracked by Wall St. Rank hold FXG as of Q4 2024.

  • Truvestments Capital reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Truvestments Capital sold 248 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2024, an estimated $16.9K.
  • Truvestments Capital first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Truvestments Capital's First Trust Consumer Staples AlphaDEX Fund position peaked at $16.9K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2024.

Based on Truvestments Capital's 13F filing for Q4 2024, filed 10 Feb 2025.