STRATEGIC WEALTH MANAGEMENT INC FXG Holdings History
STRATEGIC WEALTH MANAGEMENT INC's First Trust Consumer Staples AlphaDEX Fund Holding Summary
As of 2021-12-31, STRATEGIC WEALTH MANAGEMENT INC held 89,927.00 shares of First Trust Consumer Staples AlphaDEX Fund(FXG), totaling $5.57 Mil. This investment constitutes 2.75% of their stock portfolio, and STRATEGIC WEALTH MANAGEMENT INC now holds 1.37% of the outstanding First Trust Consumer Staples AlphaDEX Fund(FXG) stock.
The initial trade took place in 2018Q2. And since then STRATEGIC WEALTH MANAGEMENT INC has made 2 purchases of FXG, at an average price of $47.17, for a total of 129,662.00 shares. In addition, there have been 12 sales at an average price of $48.57 for 39,735.00 shares. Based on historical transaction data and FXG's current price of $64.19, STRATEGIC WEALTH MANAGEMENT INC's estimated gain on his FXG holdings is $1.59 Mil, reflecting a 25.95% gain to date.
STRATEGIC WEALTH MANAGEMENT INC FXG ($64.19) Holding Chart
STRATEGIC WEALTH MANAGEMENT INC FXG ($64.19) 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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