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 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 $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

Founders Financial Alliance's FXG Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2026: 723 shares worth $46K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in FXG as recently as Q3 2025.

Founders Financial Alliance first reported a position in FXG in Q3 2020 and has held it in 21 quarters since. The position peaked at $47.6K in Q3 2024. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Founders Financial Alliance held 723 shares of First Trust Consumer Staples AlphaDEX Fund worth $46K as of Q1 2026.
First Trust Consumer Staples AlphaDEX Fund was a new Founders Financial Alliance position in Q1 2026.
First Trust Consumer Staples AlphaDEX Fund made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #517 holding.
Founders Financial Alliance first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2020 and has held it in 21 quarters since.
Founders Financial Alliance's First Trust Consumer Staples AlphaDEX Fund position peaked at $47.6K in Q3 2024.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.