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

Atlas 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 Q1	–	Sell	-160	Closed	-$10.2K	–	995
2024 Q4	$10.2K	Hold	160	–	–	﹤0.01%	779
2024 Q3	$10.9K	Sell	160 -30	-16%	-$2K	﹤0.01%	725
2024 Q2	$12.2K	Sell	190 -110	-37%	-$7.29K	﹤0.01%	723
2024 Q1	$20.5K	Hold	300	–	–	﹤0.01%	661
2023 Q4	$18.9K	Hold	300	–	–	﹤0.01%	696
2023 Q3	$18.1K	Hold	300	–	–	﹤0.01%	648
2023 Q2	$18.8K	Hold	300	–	–	﹤0.01%	689
2023 Q1	$18.6K	Sell	300 -36	-11%	-$2.23K	﹤0.01%	692
2022 Q4	$21.1K	Hold	336	–	–	﹤0.01%	657
2022 Q3	$19.1K	Hold	336	–	–	﹤0.01%	656
2022 Q2	$20.6K	Hold	336	–	–	﹤0.01%	679
2022 Q1	$21.4K	Hold	336	–	–	﹤0.01%	630
2021 Q4	$20.8K	Hold	336	–	–	﹤0.01%	632
2021 Q3	$18.9K	Hold	336	–	–	﹤0.01%	646
2021 Q2	$19.1K	Hold	336	–	–	﹤0.01%	657
2021 Q1	$19.3K	Hold	336	–	–	﹤0.01%	606
2020 Q4	$17.3K	Buy	+336	New	+$17K	﹤0.01%	555

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atlas Capital Advisors's FXG Position: Q1 2025 in Review

Atlas Capital Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2025, closing a stake of 160 shares — an estimated $10.2K sold.

Atlas Capital Advisors first reported a position in FXG in Q4 2020 and held it in 17 quarters. The position peaked at $21.4K in Q1 2022. 120 funds tracked by Wall St. Rank hold FXG as of Q1 2025.

Atlas Capital Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Atlas Capital Advisors sold 160 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2025, an estimated $10.2K.
Atlas Capital Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2020 and held it in 17 quarters.
Atlas Capital Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $21.4K in Q1 2022.
120 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.