Milestones Private Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Milestones Private Investment 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	-58,095	Closed	-$3.7M	–	79
2026 Q1	$3.7M	Buy	58,095 +1,456	+3%	+$94.7K	3.26%	9
2025 Q4	$3.44M	Buy	56,639 +6,787	+14%	+$421K	2.36%	10
2025 Q3	$3.12M	Buy	49,852 +254	+0.5%	+$16.2K	2.13%	12
2025 Q2	$3.14M	Buy	+49,598	New	+$3.18M	2.32%	10

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

Milestones Private Investment Advisors's FXG Position: Q2 2026 in Review

Milestones Private Investment Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 58,095 shares — an estimated $3.7M sold.

Milestones Private Investment Advisors first reported a position in FXG in Q2 2025 and held it in 4 quarters. The position peaked at $3.7M in Q1 2026. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Milestones Private Investment Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 58,095 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $3.7M.
Milestones Private Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2025 and held it in 4 quarters.
Milestones Private Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $3.7M in Q1 2026.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.