Waverly Advisors, LLC
Position in FXG — First Trust Consumer Staples AlphaDEX Fund
CIK 1568787
BIRMINGHAM, AL
All Filings in FXG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FXG | $544,359 | 8,543 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FXG | $519,966 | 8,569 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FXG | $507,062 | 8,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FXG | $516,491 | 8,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FXG | $624,781 | 9,562 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FXG | $631,759 | 9,862 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FXG | $673,870 | 9,862 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FXG | $635,507 | 9,862 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FXG | $708,871 | 10,350 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||