Wealth Enhancement Advisory Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wealth Enhancement Advisory Services’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	-3,112	Closed	-$213K	–	3009
2024 Q3	$213K	Sell	3,112 -789	-20%	-$52.6K	﹤0.01%	2415
2024 Q2	$251K	Sell	3,901 -370	-9%	-$24.5K	﹤0.01%	2116
2024 Q1	$293K	Sell	4,271 -50	-1%	-$3.21K	﹤0.01%	1937
2023 Q4	$273K	Sell	4,321 -592	-12%	-$35.6K	﹤0.01%	1884
2023 Q3	$296K	Buy	+4,913	New	+$310K	﹤0.01%	1748

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

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

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

Wealth Enhancement Advisory Services's FXG Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2024, closing a stake of 3,112 shares — an estimated $213K sold.

Wealth Enhancement Advisory Services first reported a position in FXG in Q3 2023 and held it in 5 quarters. The position peaked at $296K in Q3 2023. 127 funds tracked by Wall St. Rank hold FXG as of Q4 2024.

Wealth Enhancement Advisory Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,112 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2024, an estimated $213K.
Wealth Enhancement Advisory Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $296K in Q3 2023.
127 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.