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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return