Cambridge Investment Research Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Cambridge Investment Research 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
2026 Q2	$1.31M	Buy	20,892 +5,886	+39%	+$369K	﹤0.01%	2057
2026 Q1	$956K	Sell	15,006 -15,493	-51%	-$1.01M	﹤0.01%	2207
2025 Q4	$1.85M	Sell	30,499 -8,816	-22%	-$547K	﹤0.01%	1601
2025 Q3	$2.46M	Sell	39,315 -1,645	-4%	-$105K	0.01%	1349
2025 Q2	$2.59M	Buy	40,960 +7,744	+23%	+$496K	0.01%	1236
2025 Q1	$2.17M	Sell	33,216 -2,173	-6%	-$139K	0.01%	1285
2024 Q4	$2.27M	Buy	35,389 +1,048	+3%	+$70.5K	0.01%	1278
2024 Q3	$2.35M	Buy	34,341 +1,396	+4%	+$93K	0.01%	1228
2024 Q2	$2.12M	Sell	32,945 -424	-1%	-$28.1K	0.01%	1245
2024 Q1	$2.29M	Sell	33,369 -4,550	-12%	-$293K	0.01%	1181
2023 Q4	$2.39M	Sell	37,919 -2,307	-6%	-$139K	0.01%	1095
2023 Q3	$2.43M	Sell	40,226 -27,212	-40%	-$1.72M	0.01%	1009
2023 Q2	$4.22M	Sell	67,438 -1,270	-2%	-$79.5K	0.02%	744
2023 Q1	$4.26M	Buy	68,708 +635	+0.9%	+$39.3K	0.02%	715
2022 Q4	$4.27M	Buy	68,073 +35,438	+109%	+$2.22M	0.02%	672
2022 Q3	$1.86M	Sell	32,635 -240,713	-88%	-$15M	0.01%	1080
2022 Q2	$16.8M	Buy	273,348 +234,572	+605%	+$15M	0.09%	219
2022 Q1	$2.47M	Buy	38,776 +26,726	+222%	+$1.67M	0.01%	1019
2021 Q4	$746K	Sell	12,050 -742	-6%	-$43.6K	﹤0.01%	1781
2021 Q3	$720K	Sell	12,792 -8,429	-40%	-$478K	﹤0.01%	1781
2021 Q2	$1.21M	Buy	21,221 +7,641	+56%	+$449K	0.01%	1393
2021 Q1	$780K	Buy	13,580 +1,064	+9%	+$57.6K	﹤0.01%	1606
2020 Q4	$646K	Buy	12,516 +1,336	+12%	+$67.4K	﹤0.01%	1598
2020 Q3	$538K	Sell	11,180 -154	-1%	-$7.45K	﹤0.01%	1563
2020 Q2	$522K	Sell	11,334 -14,306	-56%	-$640K	﹤0.01%	1525
2020 Q1	$1.02M	Sell	25,640 -38,639	-60%	-$1.77M	0.01%	957
2019 Q4	$3.22M	Sell	64,279 -2,149	-3%	-$104K	0.02%	610
2019 Q3	$3.21M	Buy	66,428 +30,633	+86%	+$1.43M	0.03%	575
2019 Q2	$1.64M	Buy	35,795 +102	+0.3%	+$4.72K	0.02%	794
2019 Q1	$1.64M	Buy	35,693 +5,250	+17%	+$234K	0.02%	798
2018 Q4	$1.28M	Sell	30,443 -625	-2%	-$28.8K	0.01%	815
2018 Q3	$1.46M	Sell	31,068 -2,629	-8%	-$125K	0.01%	816
2018 Q2	$1.59M	Sell	33,697 -1,901	-5%	-$88.2K	0.02%	741
2018 Q1	$1.67M	Buy	35,598 +1,344	+4%	+$65.1K	0.02%	684
2017 Q4	$1.67M	Buy	34,254 +2,541	+8%	+$119K	0.02%	649
2017 Q3	$1.45M	Buy	31,713 +690	+2%	+$32K	0.02%	657
2017 Q2	$1.43M	Sell	31,023 -11,800	-28%	-$549K	0.02%	646
2017 Q1	$1.98M	Sell	42,823 -15,923	-27%	-$735K	0.03%	447
2016 Q4	$2.69M	Sell	58,746 -1,610	-3%	-$73.1K	0.05%	350
2016 Q3	$2.8M	Buy	60,356 +9,312	+18%	+$447K	0.05%	331
2016 Q2	$2.47M	Buy	51,044 +16,201	+46%	+$759K	0.05%	322
2016 Q1	$1.61M	Sell	34,843 -15,651	-31%	-$690K	0.04%	411
2015 Q4	$2.24M	Buy	50,494 +24,287	+93%	+$1.06M	0.05%	327
2015 Q3	$1.1M	Sell	26,207 -18,378	-41%	-$812K	0.03%	453
2015 Q2	$1.96M	Buy	44,585 +1,281	+3%	+$57.2K	0.05%	315
2015 Q1	$1.93M	Buy	43,304 +10,701	+33%	+$471K	0.06%	322
2014 Q4	$1.39M	Buy	32,603 +8,793	+37%	+$361K	0.04%	390
2014 Q3	$930K	Sell	23,810 -4,560	-16%	-$179K	0.03%	555
2014 Q2	$1.13M	Buy	28,370 +11,240	+66%	+$427K	0.04%	423
2014 Q1	$632K	Sell	17,130 -836	-5%	-$29.8K	0.02%	597
2013 Q4	$641K	Buy	17,966 +3,518	+24%	+$122K	0.03%	548
2013 Q3	$475K	Buy	14,448 +7,844	+119%	+$257K	0.02%	649
2013 Q2	$204K	Buy	+6,604	New	+$204K	0.01%	948

Other funds holding FXG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors's FXG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 39% in Q2 2026, buying an estimated $369K and bringing the position to 20,892 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Cambridge Investment Research Advisors first reported a position in FXG in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.8M in Q2 2022. 35 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Cambridge Investment Research Advisors held 20,892 shares of First Trust Consumer Staples AlphaDEX Fund worth $1.31M as of Q2 2026.
Cambridge Investment Research Advisors bought 5,886 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $369K.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2057 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and has held it in 53 quarters since.
Cambridge Investment Research Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $16.8M in Q2 2022.
35 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.