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 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

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

CX Institutional's FXG Position: Q2 2026 in Review

CX Institutional reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 82% in Q2 2026, selling an estimated $377K and leaving 1,323 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

CX Institutional first reported a position in FXG in Q2 2022 and has held it in 10 quarters since. The position peaked at $989K in Q1 2025. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

CX Institutional held 1,323 shares of First Trust Consumer Staples AlphaDEX Fund worth $83K as of Q2 2026.
CX Institutional sold 6,004 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $377K.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #897 holding.
CX Institutional first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2022 and has held it in 10 quarters since.
CX Institutional's First Trust Consumer Staples AlphaDEX Fund position peaked at $989K in Q1 2025.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.