Physician Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Physician Wealth 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	$15.1K	Hold	241	–	–	﹤0.01%	762
2026 Q1	$15.4K	Hold	241	–	–	﹤0.01%	689
2025 Q4	$14.6K	Hold	241	–	–	﹤0.01%	660
2025 Q3	$15.1K	Hold	241	–	–	﹤0.01%	642
2025 Q2	$15.3K	Hold	241	–	–	﹤0.01%	566
2025 Q1	$15.7K	Hold	241	–	–	﹤0.01%	530
2024 Q4	$15.4K	Buy	+241	New	+$16.2K	﹤0.01%	553

Other funds holding FXG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's FXG Position: Q2 2026 in Review

Physician Wealth Advisors held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q2 2026 at 241 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Physician Wealth Advisors first reported a position in FXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q1 2025. 40 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Physician Wealth Advisors held 241 shares of First Trust Consumer Staples AlphaDEX Fund worth $15.1K as of Q2 2026.
Physician Wealth Advisors left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #762 holding.
Physician Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $15.7K in Q1 2025.
40 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.