Park Square Financial Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Park Square Financial Group’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 Q1	$7.58K	Sell	119 -582	-83%	-$37.9K	0.06%	112
2025 Q4	$44.9K	Buy	701 +582	+489%	+$36.1K	0.27%	35
2025 Q3	$7.46K	Sell	119 -472	-80%	-$30.2K	0.03%	185
2025 Q2	$37.4K	Sell	591 -13	-2%	-$833	0.03%	349
2025 Q1	$39.4K	Sell	604 -1,192	-66%	-$76.4K	0.03%	311
2024 Q4	$115K	Buy	+1,796	New	+$121K	0.08%	162

Other funds holding FXG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Park Square Financial Group's FXG Position: Q1 2026 in Review

Park Square Financial Group reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 83% in Q1 2026, selling an estimated $37.9K and leaving 119 shares worth $7.58K. The position accounts for 0.06% of the portfolio, ranked #112.

Park Square Financial Group first reported a position in FXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q4 2024. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Park Square Financial Group held 119 shares of First Trust Consumer Staples AlphaDEX Fund worth $7.58K as of Q1 2026.
Park Square Financial Group sold 582 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2026, an estimated $37.9K.
First Trust Consumer Staples AlphaDEX Fund made up 0.06% of Park Square Financial Group's portfolio in Q1 2026, its #112 holding.
Park Square Financial Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $115K in Q4 2024.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.