Key Client Fiduciary Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Key Client Fiduciary 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
2025 Q1	–	Sell	-51,440	Closed	-$3.3M	–	197
2024 Q4	$3.3M	Buy	51,440 +3,015	+6%	+$203K	1.45%	14
2024 Q3	$3.31M	Buy	48,425 +10,655	+28%	+$710K	1.48%	12
2024 Q2	$2.43M	Buy	37,770 +3,875	+11%	+$257K	1.21%	15
2024 Q1	$2.32M	Sell	33,895 -115	-0.3%	-$7.39K	1.23%	18
2023 Q4	$2.15M	Buy	34,010 +10,000	+42%	+$601K	1.24%	19
2023 Q3	$1.45M	Hold	24,010	–	–	0.89%	26
2023 Q2	$1.5M	Buy	24,010 +7,010	+41%	+$439K	0.88%	27
2023 Q1	$1.06M	Buy	+17,000	New	+$1.05M	0.66%	35

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Key Client Fiduciary Advisors's FXG Position: Q1 2025 in Review

Key Client Fiduciary Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q1 2025, closing a stake of 51,440 shares — an estimated $3.3M sold.

Key Client Fiduciary Advisors first reported a position in FXG in Q1 2023 and held it in 8 quarters. The position peaked at $3.31M in Q3 2024. 120 funds tracked by Wall St. Rank hold FXG as of Q1 2025.

Key Client Fiduciary Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 51,440 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2025, an estimated $3.3M.
Key Client Fiduciary Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
Key Client Fiduciary Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $3.31M in Q3 2024.
120 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.