Tucker Asset Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Tucker Asset Management’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 Q3	–	Sell	-394	Closed	-$25.4K	–	1541
2024 Q2	$25.4K	Buy	+394	New	+$26.1K	0.01%	558
2023 Q2	–	Sell	-200	Closed	-$12.4K	–	1214
2023 Q1	$12.4K	Buy	200 +46	+30%	+$2.85K	﹤0.01%	508
2022 Q4	$9.7K	Hold	154	–	–	﹤0.01%	355
2022 Q3	$9.75K	Sell	154 -81	-34%	-$5.06K	﹤0.01%	336
2022 Q2	$14.4K	Sell	235 -19	-7%	-$1.22K	﹤0.01%	201
2022 Q1	$16.2K	Sell	254 -16	-6%	-$999	0.01%	181
2021 Q4	$16.6K	Buy	+270	New	+$15.9K	0.01%	167
2021 Q3	–	Sell	-259	Closed	-$14.8K	–	386
2021 Q2	$14.8K	Hold	259	–	–	0.01%	152
2021 Q1	$14.9K	Hold	259	–	–	0.01%	156
2020 Q4	$13.4K	Buy	+259	New	+$13.1K	0.01%	176

Other funds holding FXG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Tucker Asset Management's FXG Position: Q3 2024 in Review

Tucker Asset Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2024, closing a stake of 394 shares — an estimated $25.4K sold.

Tucker Asset Management first reported a position in FXG in Q4 2020 and held it in 10 quarters. The position peaked at $25.4K in Q2 2024. 117 funds tracked by Wall St. Rank hold FXG as of Q3 2024.

Tucker Asset Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 394 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2024, an estimated $25.4K.
Tucker Asset Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2020 and held it in 10 quarters.
Tucker Asset Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $25.4K in Q2 2024.
117 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.