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

MGB 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
2025
Q4 		$33.7K Hold
555
– – 0.01% 276
2025
Q3 		$34.8K Hold
555
– – 0.01% 276
2025
Q2 		$35.1K Hold
555
– – 0.01% 273
2025
Q1 		$36.3K Buy
+555
New +$35.6K 0.01% 256

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's FXG Position: Q4 2025 in Review

MGB Wealth Management held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q4 2025 at 555 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #276.

MGB Wealth Management first reported a position in FXG in Q1 2025 and has held it in 4 quarters since. The position peaked at $36.3K in Q1 2025. 113 funds tracked by Wall St. Rank hold FXG as of Q4 2025.

  • MGB Wealth Management held 555 shares of First Trust Consumer Staples AlphaDEX Fund worth $33.7K as of Q4 2025.
  • MGB Wealth Management left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #276 holding.
  • MGB Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2025 and has held it in 4 quarters since.
  • MGB Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $36.3K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.