Ameritas Advisory Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-5,003	Closed	-$314K	–	1376
2025 Q3	$314K	Buy	5,003 +2,566	+105%	+$164K	0.02%	504
2025 Q2	$154K	Sell	2,437 -3,071	-56%	-$197K	0.01%	818
2025 Q1	$354K	Sell	5,508 -18	-0.3%	-$1.15K	0.01%	659
2024 Q4	$354K	Sell	5,526 -436	-7%	-$29.3K	0.01%	680
2024 Q3	$407K	Buy	5,962 +21	+0.4%	+$1.4K	0.02%	596
2024 Q2	$383K	Buy	5,941 +1	+0%	+$66	0.01%	658
2024 Q1	$392K	Buy	+5,940	New	+$382K	0.02%	619
2023 Q4	–	Sell	-6,387	Closed	-$375K	–	754
2023 Q3	$375K	Buy	6,387 +2,089	+49%	+$132K	0.02%	577
2023 Q2	$269K	Sell	4,298 -948	-18%	-$59.3K	0.03%	436
2023 Q1	$327K	Sell	5,246 -465	-8%	-$28.8K	0.02%	619
2022 Q4	$358K	Buy	5,711 +860	+18%	+$53.8K	0.02%	648
2022 Q3	$276K	Buy	4,851 +447	+10%	+$27.9K	0.02%	614
2022 Q2	$270K	Buy	4,404 +2	+0%	+$128	0.02%	652
2022 Q1	$280K	Buy	4,402 +8	+0.2%	+$499	0.01%	685
2021 Q4	$272K	Buy	+4,394	New	+$258K	0.01%	678

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's FXG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2025, closing a stake of 5,003 shares — an estimated $314K sold.

Ameritas Advisory Services first reported a position in FXG in Q4 2021 and held it in 15 quarters. The position peaked at $407K in Q3 2024. 113 funds tracked by Wall St. Rank hold FXG as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,003 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2025, an estimated $314K.
Ameritas Advisory Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2021 and held it in 15 quarters.
Ameritas Advisory Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $407K in Q3 2024.
113 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.