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

Merkkuri 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 		– Sell
-41
Closed -$2.62K – 178
2026
Q1 		$2.62K Buy
+41
New +$2.67K ﹤0.01% 295

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Merkkuri Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 41 shares — an estimated $2.62K sold.

Merkkuri Wealth Advisors first reported a position in FXG in Q1 2026 and held it in 1 quarter. The position peaked at $2.62K in Q1 2026. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 41 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $2.62K.
  • Merkkuri Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $2.62K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.