Wealthcare Advisory Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wealthcare Advisory Partners’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
2023 Q3	–	Sell	-7,312	Closed	-$458K	–	719
2023 Q2	$458K	Sell	7,312 -682	-9%	-$42.7K	0.02%	465
2023 Q1	$496K	Sell	7,994 -2,639	-25%	-$163K	0.02%	460
2022 Q4	$667K	Buy	+10,633	New	+$665K	0.03%	350
2021 Q2	–	Sell	-350	Closed	-$20K	–	1036
2021 Q1	$20K	Buy	+350	New	+$19K	﹤0.01%	1196
2020 Q2	–	Sell	-350	Closed	-$14K	–	720
2020 Q1	$14K	Sell	350 -325	-48%	-$14.9K	﹤0.01%	822
2019 Q4	$34K	Hold	675	–	–	﹤0.01%	630
2019 Q3	$33K	Hold	675	–	–	﹤0.01%	625
2019 Q2	$31K	Hold	675	–	–	﹤0.01%	615
2019 Q1	$31K	Sell	675 -20	-3%	-$891	0.01%	562
2018 Q4	$29K	Hold	695	–	–	0.01%	549
2018 Q3	$33K	Hold	695	–	–	0.01%	559
2018 Q2	$33K	Buy	695 +370	+114%	+$17.2K	0.01%	551
2018 Q1	$15K	Hold	325	–	–	﹤0.01%	645
2017 Q4	$16K	Hold	325	–	–	﹤0.01%	578
2017 Q3	$15K	Buy	+325	New	+$15.1K	﹤0.01%	473

Other funds holding FXG

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's FXG Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2023, closing a stake of 7,312 shares — an estimated $458K sold.

Wealthcare Advisory Partners first reported a position in FXG in Q3 2017 and held it in 15 quarters. The position peaked at $667K in Q4 2022. 138 funds tracked by Wall St. Rank hold FXG as of Q3 2023.

Wealthcare Advisory Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,312 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2023, an estimated $458K.
Wealthcare Advisory Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2017 and held it in 15 quarters.
Wealthcare Advisory Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $667K in Q4 2022.
138 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.