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

Nova 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 		$293K Sell
4,672
-606
-11% -$38K 0.16% 119
2026
Q1 		$336K Sell
5,278
-469
-8% -$30.5K 0.22% 104
2025
Q4 		$349K Sell
5,747
-3,628
-39% -$225K 0.24% 95
2025
Q3 		$588K Sell
9,375
-435
-4% -$27.8K 0.41% 64
2025
Q2 		$621K Sell
9,810
-1,107
-10% -$70.9K 0.46% 58
2025
Q1 		$713K Sell
10,917
-1,753
-14% -$112K 0.62% 47
2024
Q4 		$812K Buy
+12,670
New +$853K 0.7% 37

Other funds holding FXG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Nova Wealth Management reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 11% in Q2 2026, selling an estimated $38K and leaving 4,672 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #119.

Nova Wealth Management first reported a position in FXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q4 2024. 10 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • Nova Wealth Management held 4,672 shares of First Trust Consumer Staples AlphaDEX Fund worth $293K as of Q2 2026.
  • Nova Wealth Management sold 606 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $38K.
  • First Trust Consumer Staples AlphaDEX Fund made up 0.16% of Nova Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Nova Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $812K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.