Global Retirement Partners
FXG icon

Global Retirement Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Global Retirement 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
Q2 		$119K Buy
+1,894
New +$119K ﹤0.01% 1947
2025
Q4 		$114K Sell
1,882
-781
-29% -$48.4K ﹤0.01% 1833
2025
Q3 		$167K Buy
2,663
+23
+0.9% +$1.47K ﹤0.01% 1272
2025
Q2 		$167K Buy
+2,640
New +$169K ﹤0.01% 1180
2024
Q4 		$221K Buy
3,453
+1,854
+116% +$125K 0.01% 908
2024
Q3 		$109K Buy
1,599
+1,267
+382% +$84.4K ﹤0.01% 1197
2024
Q2 		$21.4K Buy
332
+141
+74% +$9.35K ﹤0.01% 1949
2024
Q1 		$13.1K Hold
191
– – ﹤0.01% 1999
2023
Q4 		$12K Buy
191
+1
+0.5% +$60 ﹤0.01% 1992
2023
Q3 		$11.3K Buy
190
+1
+0.5% +$63 ﹤0.01% 1898
2023
Q2 		$11.8K Sell
189
-52
-22% -$3.25K ﹤0.01% 1902
2023
Q1 		$15.3K Buy
241
+189
+363% +$11.7K ﹤0.01% 1754
2022
Q4 		$3.26K Buy
+52
New +$3.25K ﹤0.01% 2179
2022
Q3 		– Sell
-59
Closed -$4K – 2788
2022
Q2 		$4K Buy
59
+12
+26% +$768 ﹤0.01% 1957
2022
Q1 		$3K Buy
+47
New +$2.93K ﹤0.01% 2057
2019
Q3 		– Sell
-156
Closed -$7K – 1627
2019
Q2 		$7K Buy
156
+15
+11% +$694 ﹤0.01% 1200
2019
Q1 		$6K Hold
141
– – ﹤0.01% 1193
2018
Q4 		$6K Hold
141
– – ﹤0.01% 1103
2018
Q3 		$7K Hold
141
– – ﹤0.01% 1132
2018
Q2 		$7K Hold
141
– – ﹤0.01% 1096
2018
Q1 		$7K Hold
141
– – ﹤0.01% 1064
2017
Q4 		$7K Hold
141
– – ﹤0.01% 1017
2017
Q3 		$6K Hold
141
– – ﹤0.01% 962
2017
Q2 		$6K Hold
141
– – ﹤0.01% 898
2017
Q1 		$6K Buy
141
+1
+0.7% +$46 ﹤0.01% 868
2016
Q4 		$6K Buy
+140
New +$6.36K ﹤0.01% 807

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's FXG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026: 1,894 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FXG as recently as Q4 2025.

Global Retirement Partners first reported a position in FXG in Q4 2016 and has held it in 26 quarters since. The position peaked at $221K in Q4 2024. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • Global Retirement Partners held 1,894 shares of First Trust Consumer Staples AlphaDEX Fund worth $119K as of Q2 2026.
  • First Trust Consumer Staples AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1947 holding.
  • Global Retirement Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2016 and has held it in 26 quarters since.
  • Global Retirement Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $221K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.