Proactive Wealth Strategies’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Proactive Wealth Strategies’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 Q3	$766K	Sell	13,244 -3,938	-23%	-$251K	0.12%	120
2026 Q2	$1.08M	Sell	17,182 -76	-0.4%	-$4.77K	0.17%	107
2026 Q1	$1.1M	Buy	17,258 +8,588	+99%	+$559K	0.21%	101
2025 Q4	$526K	Sell	8,670 -98	-1%	-$6.08K	0.21%	93
2025 Q3	$550K	Buy	8,768 +110	+1%	+$7.03K	0.24%	85
2025 Q2	$548K	Sell	8,658 -3	-0%	-$192	0.26%	84
2025 Q1	$566K	Buy	8,661 +40	+0.5%	+$2.56K	0.3%	78
2024 Q4	$552K	Buy	8,621 +1,340	+18%	+$90.2K	0.29%	78
2024 Q3	$497K	Buy	+7,281	New	+$485K	0.28%	77

Other funds holding FXG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Proactive Wealth Strategies's FXG Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 23% in Q3 2026, selling an estimated $251K and leaving 13,244 shares worth $766K. The position accounts for 0.12% of the portfolio, ranked #120.

Proactive Wealth Strategies first reported a position in FXG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 57 funds tracked by Wall St. Rank hold FXG as of Q3 2026.

Proactive Wealth Strategies held 13,244 shares of First Trust Consumer Staples AlphaDEX Fund worth $766K as of Q3 2026.
Proactive Wealth Strategies sold 3,938 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2026, an estimated $251K.
First Trust Consumer Staples AlphaDEX Fund made up 0.12% of Proactive Wealth Strategies's portfolio in Q3 2026, its #120 holding.
Proactive Wealth Strategies first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.1M in Q1 2026.
57 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.