Number of Shares
37,477.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-2.23 Mil
% of Total Estimate Gain
-3.22%

J Arnold Wealth Management Co's First Trust Consumer Staples AlphaDEX Fund Holding Summary

As of 2023-12-31, J Arnold Wealth Management Co held 37,477.00 shares of First Trust Consumer Staples AlphaDEX Fund(FXG), totaling $2.36 Mil. This investment constitutes 0.81% of their stock portfolio, and J Arnold Wealth Management Co now holds 0.34% of the outstanding First Trust Consumer Staples AlphaDEX Fund(FXG) stock.

The initial trade took place in 2020Q2. And since then J Arnold Wealth Management Co has made 5 purchases of FXG, at an average price of $61.55, for a total of 1.12 Mil shares. In addition, there have been 4 sales at an average price of $59.43 for 1.09 Mil shares. Based on historical transaction data and FXG's current price of $63.54, J Arnold Wealth Management Co's estimated gain on his FXG holdings is $-2.23 Mil, reflecting a -3.22% gain to date.

J Arnold Wealth Management Co FXG ($63.54) Holding Chart

J Arnold Wealth Management Co FXG ($63.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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