Wealth Quarterback’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wealth Quarterback’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
2021 Q3	$14K	Buy	232 +2	+0.9%	+$114	0.01%	407
2021 Q2	$14K	Buy	+230	New	+$13.5K	0.01%	404
2020 Q2	–	Sell	-226	Closed	-$9.04K	–	348
2020 Q1	$9.04K	Buy	226 +1	+0.4%	+$46	0.01%	492
2019 Q4	$11.3K	Buy	+225	New	+$10.9K	0.01%	500

Other funds holding FXG

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

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

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

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

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Wealth Quarterback's FXG Position: Q3 2021 in Review

Wealth Quarterback increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.87% in Q3 2021, buying an estimated $114 and bringing the position to 232 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #407.

Wealth Quarterback first reported a position in FXG in Q4 2019 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold FXG as of Q3 2021.

Wealth Quarterback held 232 shares of First Trust Consumer Staples AlphaDEX Fund worth $14K as of Q3 2021.
Wealth Quarterback bought 2 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2021, an estimated $114.
First Trust Consumer Staples AlphaDEX Fund made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #407 holding.
Wealth Quarterback first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2019 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.