IWM
FXG icon

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
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 -$6 – 1472
2017
Q2 		$6 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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