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AmeriFlex Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

AmeriFlex Group’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
Q2 		$67K Sell
1,070
-20
-2% -$1.25K 0.03% 424
2026
Q1 		$69.5K Sell
1,090
-473
-30% -$30.8K 0.04% 358
2025
Q4 		$94.8K Sell
1,563
-1,615
-51% -$100K 0.05% 287
2025
Q3 		$199K Buy
+3,178
New +$203K 0.07% 213

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AmeriFlex Group's FXG Position: Q2 2026 in Review

AmeriFlex Group reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 1.8% in Q2 2026, selling an estimated $1.25K and leaving 1,070 shares worth $67K. The position accounts for 0.03% of the portfolio, ranked #424.

AmeriFlex Group first reported a position in FXG in Q3 2025 and has held it in 4 quarters since. The position peaked at $199K in Q3 2025. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • AmeriFlex Group held 1,070 shares of First Trust Consumer Staples AlphaDEX Fund worth $67K as of Q2 2026.
  • AmeriFlex Group sold 20 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $1.25K.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #424 holding.
  • AmeriFlex Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • AmeriFlex Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $199K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.