GWP
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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return