CWM
FXG icon

Cornerstone Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Cornerstone Wealth Management’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 		$230K Buy
3,611
+2
+0.1% +$130 0.01% 645
2025
Q4 		$219K Buy
3,609
+2
+0.1% +$124 0.01% 634
2025
Q3 		$226K Sell
3,607
-58
-2% -$3.71K 0.01% 609
2025
Q2 		$232K Buy
3,665
+3
+0.1% +$192 0.01% 582
2025
Q1 		$239K Buy
+3,662
New +$235K 0.02% 528
2023
Q2 		– Sell
-69,532
Closed -$4.32M – 512
2023
Q1 		$4.32M Buy
+69,532
New +$4.31M 0.42% 51
2022
Q3 		$3.94M Buy
+69,281
New +$4.33M 0.44% 50

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return