WEPOG
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Wealth Enhancement & Preservation of GA’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wealth Enhancement & Preservation of GA’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
2022
Q3 		– Sell
-83,899
Closed -$5.16M – 56
2022
Q2 		$5.16M Buy
+83,899
New +$5.37M 5.46% 7

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FXG Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2022, closing a stake of 83,899 shares — an estimated $5.16M sold.

Wealth Enhancement & Preservation of GA first reported a position in FXG in Q2 2022 and held it in 1 quarter. The position peaked at $5.16M in Q2 2022. 142 funds tracked by Wall St. Rank hold FXG as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 83,899 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2022, an estimated $5.16M.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Consumer Staples AlphaDEX Fund position peaked at $5.16M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.