WMG Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Sell |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $939K | Buy |
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|
2022
Q2 | $768K | Buy |
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