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 Q2	$226K	Buy	3,613 +2	+0.1%	+$126	0.01%	688
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cornerstone Wealth Management's FXG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.06% in Q2 2026, buying an estimated $126 and bringing the position to 3,613 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #688.

Cornerstone Wealth Management first reported a position in FXG in Q3 2022 and has held it in 8 quarters since. The position peaked at $4.32M in Q1 2023. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Cornerstone Wealth Management held 3,613 shares of First Trust Consumer Staples AlphaDEX Fund worth $226K as of Q2 2026.
Cornerstone Wealth Management bought 2 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $126.
First Trust Consumer Staples AlphaDEX Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #688 holding.
Cornerstone Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2022 and has held it in 8 quarters since.
Cornerstone Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $4.32M in Q1 2023.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.