DHJJ Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

DHJJ Financial Advisors’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 Q1	$113K	Hold	1,779	–	–	0.04%	268
2025 Q4	$108K	Hold	1,779	–	–	0.04%	262
2025 Q3	$111K	Buy	1,779 +1	+0.1%	+$64	0.04%	244
2025 Q2	$113K	Hold	1,778	–	–	0.04%	233
2025 Q1	$116K	Sell	1,778 -409	-19%	-$26.2K	0.05%	205
2024 Q4	$140K	Hold	2,187	–	–	0.05%	185
2024 Q3	$149K	Sell	2,187 -5	-0.2%	-$333	0.06%	172
2024 Q2	$141K	Sell	2,192 -15	-0.7%	-$994	0.06%	172
2024 Q1	$151K	Hold	2,207	–	–	0.07%	162
2023 Q4	$139K	Sell	2,207 -497	-18%	-$29.9K	0.07%	166
2023 Q3	$163K	Buy	+2,704	New	+$171K	0.08%	140

Other funds holding FXG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

DHJJ Financial Advisors's FXG Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2026 at 1,779 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #268.

DHJJ Financial Advisors first reported a position in FXG in Q3 2023 and has held it in 11 quarters since. The position peaked at $163K in Q3 2023. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

DHJJ Financial Advisors held 1,779 shares of First Trust Consumer Staples AlphaDEX Fund worth $113K as of Q1 2026.
DHJJ Financial Advisors left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Consumer Staples AlphaDEX Fund made up 0.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #268 holding.
DHJJ Financial Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $163K in Q3 2023.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.