CX Institutional’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

CX Institutional’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 Q3	$83K	Buy	1,436 +113	+9%	+$7.2K	﹤0.01%	916
2026 Q2	$83K	Sell	1,323 -6,004	-82%	-$377K	﹤0.01%	897
2026 Q1	$467K	Buy	7,327 +3,590	+96%	+$234K	0.01%	476
2025 Q4	$227K	Sell	3,737 -3,804	-50%	-$236K	0.01%	671
2025 Q3	$473K	Buy	7,541 +6,871	+1,026%	+$439K	0.01%	448
2025 Q2	$42K	Sell	670 -14,464	-96%	-$926K	﹤0.01%	885
2025 Q1	$989K	Buy	15,134 +15,013	+12,407%	+$963K	0.04%	271
2024 Q4	$7.75K	Buy	+121	New	+$8.14K	﹤0.01%	532
2023 Q4	–	Sell	-9,165	Closed	-$553K	–	544
2023 Q3	$553K	Buy	+9,165	New	+$578K	0.03%	320
2023 Q1	–	Sell	-4,172	Closed	-$262K	–	512
2022 Q4	$262K	Buy	+4,172	New	+$261K	0.02%	455
2022 Q3	–	Sell	-710	Closed	-$44K	–	726
2022 Q2	$44K	Buy	+710	New	+$45.4K	﹤0.01%	702

Other funds holding FXG

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

CX Institutional's FXG Position: Q3 2026 in Review

CX Institutional increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 8.5% in Q3 2026, buying an estimated $7.2K and bringing the position to 1,436 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

CX Institutional first reported a position in FXG in Q2 2022 and has held it in 11 quarters since. The position peaked at $989K in Q1 2025. 8 funds tracked by Wall St. Rank hold FXG as of Q3 2026.

CX Institutional held 1,436 shares of First Trust Consumer Staples AlphaDEX Fund worth $83K as of Q3 2026.
CX Institutional bought 113 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2026, an estimated $7.2K.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #916 holding.
CX Institutional first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2022 and has held it in 11 quarters since.
CX Institutional's First Trust Consumer Staples AlphaDEX Fund position peaked at $989K in Q1 2025.
8 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.