Joel Greenblatt's FXG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,356 shares of First Trust Consumer Staples AlphaDEX Fund (FXG) worth $277,564, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in FXG for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's First Trust Consumer Staples AlphaDEX Fund (FXG) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Consumer Staples AlphaDEX Fund (FXG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +4,356 | New Buy | 4,356 | $65.34 |
Joel Greenblatt's First Trust Consumer Staples AlphaDEX Fund Investment FAQs
Joel Greenblatt first purchased First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2025, acquiring 4,356 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held First Trust Consumer Staples AlphaDEX Fund (FXG) for 5 quarters since Q1 2025.
Joel Greenblatt's largest addition to First Trust Consumer Staples AlphaDEX Fund (FXG) was in Q1 2025, adding 4,356 shares worth $284,621.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,356 shares of First Trust Consumer Staples AlphaDEX Fund (FXG), valued at approximately $277,564.
As of the Q1 2026 filing, First Trust Consumer Staples AlphaDEX Fund (FXG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in First Trust Consumer Staples AlphaDEX Fund (FXG) was 4,356 shares, as reported at the end of Q1 2025.