Atria Investments’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Atria Investments’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	–	Sell	-4,956	Closed	-$301K	–	2088
2025 Q4	$301K	Buy	4,956 +31	+0.6%	+$1.92K	﹤0.01%	1738
2025 Q3	$309K	Sell	4,925 -212	-4%	-$13.6K	﹤0.01%	1703
2025 Q2	$325K	Buy	+5,137	New	+$329K	﹤0.01%	1675
2018 Q2	–	Sell	-6,639	Closed	-$311K	–	966
2018 Q1	$311K	Buy	+6,639	New	+$321K	0.02%	665
2017 Q4	–	Sell	-30,380	Closed	-$1.39M	–	839
2017 Q3	$1.39M	Buy	30,380 +343	+1%	+$15.9K	0.08%	243
2017 Q2	$1.38M	Sell	30,037 -12,531	-29%	-$583K	0.08%	237
2017 Q1	$1.96M	Buy	42,568 +3,443	+9%	+$159K	0.13%	184
2016 Q4	$1.79M	Buy	39,125 +18,700	+92%	+$849K	0.14%	146
2016 Q3	$948K	Buy	20,425 +1,116	+6%	+$53.6K	0.09%	200
2016 Q2	$942K	Sell	19,309 -182	-0.9%	-$8.52K	0.1%	173
2016 Q1	$899K	Buy	19,491 +4,023	+26%	+$177K	0.1%	160
2015 Q4	$668K	Buy	+15,468	New	+$676K	0.07%	189

Other funds holding FXG

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Atria Investments's FXG Position: Q1 2026 in Review

Atria Investments sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2026, closing a stake of 4,956 shares — an estimated $301K sold.

Atria Investments first reported a position in FXG in Q4 2015 and held it in 12 quarters. The position peaked at $1.96M in Q1 2017. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Atria Investments reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 4,956 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2026, an estimated $301K.
Atria Investments first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2015 and held it in 12 quarters.
Atria Investments's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.96M in Q1 2017.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.