Creative Financial Designs’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Creative Financial Designs’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	–	Sell	-245	Closed	-$15.6K	–	2286
2026 Q1	$15.6K	Buy	245 +1	+0.4%	+$65	﹤0.01%	1267
2025 Q4	$14.8K	Buy	244 +2	+0.8%	+$124	﹤0.01%	1238
2025 Q3	$15.2K	Buy	242 +2	+0.8%	+$128	﹤0.01%	1229
2025 Q2	$15.2K	Buy	240 +2	+0.8%	+$128	﹤0.01%	1216
2025 Q1	$15.6K	Sell	238 -72	-23%	-$4.62K	﹤0.01%	1157
2024 Q4	$19.8K	Sell	310 -65	-17%	-$4.37K	﹤0.01%	1053
2024 Q3	$25.6K	Buy	375 +4	+1%	+$267	﹤0.01%	971
2024 Q2	$23.9K	Sell	371 -18	-5%	-$1.19K	﹤0.01%	957
2024 Q1	$26.7K	Sell	389 -60	-13%	-$3.86K	﹤0.01%	892
2023 Q4	$28.3K	Sell	449 -2,774	-86%	-$167K	﹤0.01%	826
2023 Q3	$194K	Sell	3,223 -23	-0.7%	-$1.45K	0.02%	338
2023 Q2	$203K	Buy	3,246 +10	+0.3%	+$626	0.02%	335
2023 Q1	$201K	Buy	+3,236	New	+$200K	0.03%	328
2021 Q2	–	Sell	-156	Closed	-$9K	–	1414
2021 Q1	$9K	Hold	156	–	–	﹤0.01%	949
2020 Q4	$8K	Hold	156	–	–	﹤0.01%	899
2020 Q3	$8K	Sell	156 -469	-75%	-$22.7K	﹤0.01%	840
2020 Q2	$29K	Buy	+625	New	+$28K	0.01%	519

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

Creative Financial Designs's FXG Position: Q2 2026 in Review

Creative Financial Designs sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 245 shares — an estimated $15.6K sold.

Creative Financial Designs first reported a position in FXG in Q2 2020 and held it in 17 quarters. The position peaked at $203K in Q2 2023. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Creative Financial Designs reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 245 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $15.6K.
Creative Financial Designs first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2020 and held it in 17 quarters.
Creative Financial Designs's First Trust Consumer Staples AlphaDEX Fund position peaked at $203K in Q2 2023.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.