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

Van Hulzen 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
2025
Q1 		– Sell
-450
Closed -$28.8K – 591
2024
Q4 		$28.8K Buy
+450
New +$30.3K ﹤0.01% 617

Other funds holding FXG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Van Hulzen Asset Management's FXG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2025, closing a stake of 450 shares — an estimated $28.8K sold.

Van Hulzen Asset Management first reported a position in FXG in Q4 2024 and held it in 1 quarter. The position peaked at $28.8K in Q4 2024. 120 funds tracked by Wall St. Rank hold FXG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 450 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2025, an estimated $28.8K.
  • Van Hulzen Asset Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $28.8K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.