Founders Financial Alliance’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Founders Financial Alliance’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	$45.5K	Buy	726 +3	+0.4%	+$188	0.01%	565
2026 Q1	$46K	Buy	+723	New	+$47K	0.01%	517
2025 Q4	–	Sell	-715	Closed	-$44.8K	–	644
2025 Q3	$44.8K	Buy	+715	New	+$45.7K	0.01%	508
2025 Q2	–	Sell	-703	Closed	-$45.9K	–	568
2025 Q1	$45.9K	Buy	703 +3	+0.4%	+$192	0.01%	448
2024 Q4	$44.8K	Buy	700 +4	+0.6%	+$269	0.01%	389
2024 Q3	$47.6K	Buy	696 +3	+0.4%	+$200	0.01%	393
2024 Q2	$44.7K	Hold	693	–	–	0.01%	383
2024 Q1	$47.5K	Hold	693	–	–	0.01%	382
2023 Q4	$43.7K	Hold	693	–	–	0.02%	346
2023 Q3	$41.8K	Hold	693	–	–	0.02%	329
2023 Q2	$43.4K	Hold	693	–	–	0.02%	351
2023 Q1	$42.6K	Hold	693	–	–	0.02%	315
2022 Q4	$43.5K	Hold	693	–	–	0.02%	338
2022 Q3	$39K	Hold	693	–	–	0.02%	339
2022 Q2	$43K	Hold	693	–	–	0.02%	346
2022 Q1	$44K	Hold	693	–	–	0.02%	331
2021 Q4	$43K	Hold	693	–	–	0.02%	361
2021 Q3	$39K	Hold	693	–	–	0.02%	342
2021 Q2	$39K	Hold	693	–	–	0.02%	357
2021 Q1	$42K	Hold	693	–	–	0.02%	341
2020 Q4	$36K	Hold	693	–	–	0.02%	310
2020 Q3	$35K	Buy	+693	New	+$33.5K	0.02%	448

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

Founders Financial Alliance's FXG Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.41% in Q2 2026, buying an estimated $188 and bringing the position to 726 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #565.

Founders Financial Alliance first reported a position in FXG in Q3 2020 and has held it in 22 quarters since. The position peaked at $47.6K in Q3 2024. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Founders Financial Alliance held 726 shares of First Trust Consumer Staples AlphaDEX Fund worth $45.5K as of Q2 2026.
Founders Financial Alliance bought 3 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $188.
First Trust Consumer Staples AlphaDEX Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #565 holding.
Founders Financial Alliance first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2020 and has held it in 22 quarters since.
Founders Financial Alliance's First Trust Consumer Staples AlphaDEX Fund position peaked at $47.6K in Q3 2024.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.