Meridian Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Meridian 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 Q2	$541K	Sell	8,645 -1,384	-14%	-$86.9K	0.02%	528
2026 Q1	$639K	Hold	10,029	–	–	0.02%	452
2025 Q4	$609K	Sell	10,029 -1,020	-9%	-$63.2K	0.02%	461
2025 Q3	$692K	Hold	11,049	–	–	0.03%	408
2025 Q2	$699K	Hold	11,049	–	–	0.03%	380
2025 Q1	$722K	Hold	11,049	–	–	0.03%	347
2024 Q4	$708K	Sell	11,049 -207	-2%	-$13.9K	0.03%	347
2024 Q3	$769K	Sell	11,256 -600	-5%	-$40K	0.04%	331
2024 Q2	$764K	Buy	+11,856	New	+$786K	0.09%	139
2024 Q1	–	Sell	-11,856	Closed	-$748K	–	316
2023 Q4	$748K	Buy	11,856 +84	+0.7%	+$5.05K	0.05%	303
2023 Q3	$710K	Hold	11,772	–	–	0.04%	295
2023 Q2	$738K	Hold	11,772	–	–	0.06%	248
2023 Q1	$731K	Sell	11,772 -1,866	-14%	-$116K	0.06%	254
2022 Q4	$856K	Hold	13,638	–	–	0.08%	218
2022 Q3	$776K	Hold	13,638	–	–	0.08%	216
2022 Q2	$837K	Hold	13,638	–	–	0.07%	267
2022 Q1	$869K	Hold	13,638	–	–	0.1%	171
2021 Q4	$844K	Hold	13,638	–	–	0.09%	176
2021 Q3	$768K	Hold	13,638	–	–	0.09%	177
2021 Q2	$777K	Hold	13,638	–	–	0.1%	172
2021 Q1	$784K	Hold	13,638	–	–	0.11%	157
2020 Q4	$703K	Buy	+13,638	New	+$688K	0.11%	153

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

Meridian Wealth Management's FXG Position: Q2 2026 in Review

Meridian Wealth Management reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 14% in Q2 2026, selling an estimated $86.9K and leaving 8,645 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #528.

Meridian Wealth Management first reported a position in FXG in Q4 2020 and has held it in 22 quarters since. The position peaked at $869K in Q1 2022. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Meridian Wealth Management held 8,645 shares of First Trust Consumer Staples AlphaDEX Fund worth $541K as of Q2 2026.
Meridian Wealth Management sold 1,384 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $86.9K.
First Trust Consumer Staples AlphaDEX Fund made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #528 holding.
Meridian Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
Meridian Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $869K in Q1 2022.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.