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Aptus Capital Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Aptus Capital Advisors’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
Q3 		– Sell
-60
Closed -$3.8K – 1619
2025
Q2 		$3.8K Buy
+60
New +$3.84K ﹤0.01% 1439
2020
Q1 		– Sell
-310
Closed -$15K – 445
2019
Q4 		$15K Buy
+310
New +$15K ﹤0.01% 445

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Aptus Capital Advisors's FXG Position: Q3 2025 in Review

Aptus Capital Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2025, closing a stake of 60 shares — an estimated $3.8K sold.

Aptus Capital Advisors first reported a position in FXG in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 110 funds tracked by Wall St. Rank hold FXG as of Q3 2025.

  • Aptus Capital Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 60 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2025, an estimated $3.8K.
  • Aptus Capital Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Aptus Capital Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $15K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.