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

Medallion 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	$4.07K	Hold	65	–	–	﹤0.01%	893
2026 Q1	$4.14K	Hold	65	–	–	﹤0.01%	911
2025 Q4	$3.94K	Hold	65	–	–	﹤0.01%	904
2025 Q3	$4.07K	Hold	65	–	–	﹤0.01%	887
2025 Q2	$4.17K	Hold	65	–	–	﹤0.01%	862
2025 Q1	$4.27K	Hold	65	–	–	﹤0.01%	810
2024 Q4	$4.16K	Buy	+65	New	+$4.37K	﹤0.01%	767

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

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

Medallion Wealth Advisors held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q2 2026 at 65 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Medallion Wealth Advisors first reported a position in FXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27K in Q1 2025. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Medallion Wealth Advisors held 65 shares of First Trust Consumer Staples AlphaDEX Fund worth $4.07K as of Q2 2026.
Medallion Wealth Advisors left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #893 holding.
Medallion Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $4.27K in Q1 2025.
107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

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