HHM Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

HHM Wealth Advisors’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	$251	Buy	+4	New	+$251	﹤0.01%	871
2020 Q2	–	Sell	-700	Closed	-$28K	–	505
2020 Q1	$28K	Buy	+700	New	+$32.1K	0.01%	266

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

IAA

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

HHM Wealth Advisors's FXG Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026: 4 shares worth $251. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FXG as recently as Q1 2020.

HHM Wealth Advisors first reported a position in FXG in Q1 2020 and has held it in 2 quarters since. The position peaked at $28K in Q1 2020. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

HHM Wealth Advisors held 4 shares of First Trust Consumer Staples AlphaDEX Fund worth $251 as of Q2 2026.
First Trust Consumer Staples AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #871 holding.
HHM Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2020 and has held it in 2 quarters since.
HHM Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $28K in Q1 2020.
107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.