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Advisornet Financial’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Advisornet Financial’s Portfolio FXG Stock Details FXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96K Hold
28
– – ﹤0.01% 1918
2025
Q4 		$1.71K Buy
+28
New +$1.74K ﹤0.01% 1925
2025
Q2 		– Sell
-28
Closed -$1.8K – 2298
2025
Q1 		$1.8K Buy
+28
New +$1.79K ﹤0.01% 1802

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

Advisornet Financial's FXG Position: Q1 2026 in Review

Advisornet Financial held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2026 at 28 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Advisornet Financial first reported a position in FXG in Q1 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

  • Advisornet Financial held 28 shares of First Trust Consumer Staples AlphaDEX Fund worth $1.96K as of Q1 2026.
  • Advisornet Financial left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1918 holding.
  • Advisornet Financial first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.