Benjamin Edwards Inc’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Benjamin Edwards Inc’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	-13,120	Closed	-$830K	–	1312
2025 Q2	$830K	Buy	+13,120	New	+$840K	0.01%	693
2025 Q1	–	Sell	-3,319	Closed	-$213K	–	1116
2024 Q4	$213K	Buy	+3,319	New	+$223K	﹤0.01%	1065
2022 Q3	–	Sell	-1,441	Closed	-$88K	–	717
2022 Q2	$88K	Buy	1,441 +242	+20%	+$15.5K	0.03%	354
2022 Q1	$76K	Buy	+1,199	New	+$74.8K	0.02%	405

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Benjamin Edwards Inc's FXG Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2025, closing a stake of 13,120 shares — an estimated $830K sold.

Benjamin Edwards Inc first reported a position in FXG in Q1 2022 and held it in 4 quarters. The position peaked at $830K in Q2 2025. 110 funds tracked by Wall St. Rank hold FXG as of Q3 2025.

Benjamin Edwards Inc reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 13,120 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2025, an estimated $830K.
Benjamin Edwards Inc first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2022 and held it in 4 quarters.
Benjamin Edwards Inc's First Trust Consumer Staples AlphaDEX Fund position peaked at $830K in Q2 2025.
110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.