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FXG icon

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

WealthPLAN 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
-879
Closed -$55.1K – 604
2023
Q2 		$55.1K Hold
879
– – 0.01% 488
2023
Q1 		$54.6K Buy
+879
New +$54.4K 0.01% 538
2017
Q2 		– Sell
-1,721
Closed -$79K – 267
2017
Q1 		$79K Buy
+1,721
New +$79.4K 0.27% 70
2016
Q3 		$195K Sell
4,241
-4,864
-53% -$233K 0.06% 151
2016
Q2 		$205K Buy
+9,105
New +$426K 0.03% 368
2015
Q4 		$199K Buy
+14,318
New +$625K 0.03% 271
2015
Q2 		$475K Buy
10,795
+1,100
+11% +$49.1K 0.21% 61
2015
Q1 		$433K Buy
+9,695
New +$426K 0.2% 76

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return