GRP
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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's FXG Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 29% in Q4 2025, selling an estimated $48.4K and leaving 1,882 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Global Retirement Partners first reported a position in FXG in Q4 2016 and has held it in 25 quarters since. The position peaked at $221K in Q4 2024. 113 funds tracked by Wall St. Rank hold FXG as of Q4 2025.

  • Global Retirement Partners held 1,882 shares of First Trust Consumer Staples AlphaDEX Fund worth $114K as of Q4 2025.
  • Global Retirement Partners sold 781 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2025, an estimated $48.4K.
  • First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1833 holding.
  • Global Retirement Partners first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2016 and has held it in 25 quarters since.
  • Global Retirement Partners's First Trust Consumer Staples AlphaDEX Fund position peaked at $221K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.