IHT Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

IHT Wealth Management’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	–	Sell	-5,483	Closed	-$349K	–	1292
2026 Q1	$349K	Sell	5,483 -344	-6%	-$22.4K	0.01%	956
2025 Q4	$354K	Buy	+5,827	New	+$361K	0.01%	902
2024 Q4	–	Sell	-159,274	Closed	-$10.9M	–	1126
2024 Q3	$10.9M	Sell	159,274 -3,663	-2%	-$244K	0.31%	62
2024 Q2	$10.5M	Buy	+162,937	New	+$10.8M	0.39%	49
2023 Q1	–	Sell	-4,782	Closed	-$300K	–	970
2022 Q4	$300K	Buy	+4,782	New	+$299K	0.02%	657
2017 Q3	–	Sell	-900	Closed	-$6K	–	1472
2017 Q2	$6K	Hold	900	–	–	﹤0.01%	1064
2017 Q1	$21K	Buy	900 +782	+663%	+$36.1K	0.01%	648
2016 Q4	$5K	Buy	+118	New	+$5.36K	﹤0.01%	913

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

IHT Wealth Management's FXG Position: Q2 2026 in Review

IHT Wealth Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 5,483 shares — an estimated $349K sold.

IHT Wealth Management first reported a position in FXG in Q4 2016 and held it in 8 quarters. The position peaked at $10.9M in Q3 2024. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

IHT Wealth Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 5,483 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $349K.
IHT Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $10.9M in Q3 2024.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.