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Cedrus Wealth Group LLC’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Cedrus Wealth Group LLC’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 		$2.24M Buy
+35,806
New +$2.25M 1.96% 16

Other funds holding FXG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Cedrus Wealth Group LLC's FXG Position: Q2 2026 in Review

Cedrus Wealth Group LLC opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026: 35,806 shares worth $2.24M. The stake represents 1.96% of the portfolio and ranks #16 among its holdings.

31 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • Cedrus Wealth Group LLC held 35,806 shares of First Trust Consumer Staples AlphaDEX Fund worth $2.24M as of Q2 2026.
  • First Trust Consumer Staples AlphaDEX Fund was a new Cedrus Wealth Group LLC position in Q2 2026.
  • First Trust Consumer Staples AlphaDEX Fund made up 1.96% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #16 holding.
  • 31 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.