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 Q2	$7.45K	Hold	119	–	–	0.07%	95
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 $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

Park Square Financial Group's FXG Position: Q2 2026 in Review

Park Square Financial Group held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q2 2026 at 119 shares worth $7.45K. The position accounts for 0.07% of the portfolio, ranked #95.

Park Square Financial Group first reported a position in FXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2024. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Park Square Financial Group held 119 shares of First Trust Consumer Staples AlphaDEX Fund worth $7.45K as of Q2 2026.
Park Square Financial Group left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Staples AlphaDEX Fund made up 0.07% of Park Square Financial Group's portfolio in Q2 2026, its #95 holding.
Park Square Financial Group first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Consumer Staples AlphaDEX Fund position peaked at $115K in Q4 2024.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.