BFC Planning, Inc.’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

BFC Planning, Inc.’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 Q3	$93.3K	Buy	1,613 +217	+16%	+$13.8K	﹤0.01%	1271
2026 Q2	$87.4K	Buy	1,396 +1,395	+139,500%	+$87.6K	﹤0.01%	1293
2026 Q1	$48	Sell	1 -234	-100%	-$15.2K	﹤0.01%	2989
2025 Q4	$14.3K	Buy	235 +234	+23,400%	+$14.5K	﹤0.01%	1901
2025 Q3	$46	Hold	1	–	–	﹤0.01%	2865
2025 Q2	$46	Hold	1	–	–	﹤0.01%	2640
2025 Q1	$48	Hold	1	–	–	﹤0.01%	2627
2024 Q4	$46	Hold	1	–	–	﹤0.01%	2565
2024 Q3	$49	Buy	+1	New	+$67	﹤0.01%	2561

Other funds holding FXG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s FXG Position: Q3 2026 in Review

BFC Planning, Inc. increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 16% in Q3 2026, buying an estimated $13.8K and bringing the position to 1,613 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BFC Planning, Inc. first reported a position in FXG in Q3 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold FXG as of Q3 2026.

BFC Planning, Inc. held 1,613 shares of First Trust Consumer Staples AlphaDEX Fund worth $93.3K as of Q3 2026.
BFC Planning, Inc. bought 217 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2026, an estimated $13.8K.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1271 holding.
BFC Planning, Inc. first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
91 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.