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LaSalle St. Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

LaSalle St. Investment 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
Q2 		– Sell
-3,131
Closed -$204K – 332
2025
Q1 		$204K Buy
3,131
+2
+0.1% +$128 0.05% 298
2024
Q4 		$200K Buy
+3,129
New +$211K 0.06% 275

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LaSalle St. Investment Advisors's FXG Position: Q2 2025 in Review

LaSalle St. Investment Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2025, closing a stake of 3,131 shares — an estimated $204K sold.

LaSalle St. Investment Advisors first reported a position in FXG in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q1 2025. 123 funds tracked by Wall St. Rank hold FXG as of Q2 2025.

  • LaSalle St. Investment Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 3,131 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2025, an estimated $204K.
  • LaSalle St. Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • LaSalle St. Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $204K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.