Gateway Wealth Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Gateway Wealth Partners’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	–	Sell	-3,605	Closed	-$219K	–	928
2025 Q4	$219K	Sell	3,605 -1,015	-22%	-$62.9K	0.02%	433
2025 Q3	$290K	Sell	4,620 -117	-2%	-$7.48K	0.04%	331
2025 Q2	$300K	Buy	+4,737	New	+$303K	0.06%	278
2023 Q4	–	Sell	-5,091	Closed	-$307K	–	243
2023 Q3	$307K	Buy	5,091 +712	+16%	+$44.9K	0.06%	192
2023 Q2	$274K	Buy	4,379 +845	+24%	+$52.9K	0.05%	191
2023 Q1	$219K	Sell	3,534 -166	-4%	-$10.3K	0.03%	205
2022 Q4	$232K	Buy	+3,700	New	+$231K	0.04%	174

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

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

Gateway Wealth Partners's FXG Position: Q1 2026 in Review

Gateway Wealth Partners sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2026, closing a stake of 3,605 shares — an estimated $219K sold.

Gateway Wealth Partners first reported a position in FXG in Q4 2022 and held it in 7 quarters. The position peaked at $307K in Q3 2023. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Gateway Wealth Partners reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Gateway Wealth Partners sold 3,605 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2026, an estimated $219K.
Gateway Wealth Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2022 and held it in 7 quarters.
Gateway Wealth Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $307K in Q3 2023.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.