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 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 $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

Medallion Wealth Advisors's FXG Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2026 at 65 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Medallion Wealth Advisors first reported a position in FXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.27K in Q1 2025. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Medallion Wealth Advisors held 65 shares of First Trust Consumer Staples AlphaDEX Fund worth $4.14K as of Q1 2026.
Medallion Wealth Advisors left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #911 holding.
Medallion Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $4.27K in Q1 2025.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.