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WealthBridge Capital Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-797
Closed -$37K – 380
2019
Q1 		$37K Hold
797
– – 0.02% 334
2018
Q4 		$34K Buy
+797
New +$36.7K 0.03% 311

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

WealthBridge Capital Management's FXG Position: Q2 2019 in Review

WealthBridge Capital Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2019, closing a stake of 797 shares — an estimated $37K sold.

WealthBridge Capital Management first reported a position in FXG in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2019.

  • WealthBridge Capital Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 797 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2019, an estimated $37K.
  • WealthBridge Capital Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $37K in Q1 2019.
  • 107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.