Signature Estate & Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Signature Estate & Investment 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	$1.31M	Sell	20,958 -4,541	-18%	-$285K	0.02%	221
2026 Q1	$1.62M	Sell	25,499 -847	-3%	-$55.1K	0.03%	195
2025 Q4	$1.6M	Sell	26,346 -657	-2%	-$40.7K	0.03%	187
2025 Q3	$1.69M	Sell	27,003 -236	-0.9%	-$15.1K	0.04%	186
2025 Q2	$1.72M	Sell	27,239 -256	-0.9%	-$16.4K	0.04%	169
2025 Q1	$1.8M	Buy	27,495 +18	+0.1%	+$1.15K	0.05%	148
2024 Q4	$1.76M	Sell	27,477 -1,037	-4%	-$69.8K	0.04%	151
2024 Q3	$1.95M	Sell	28,514 -314	-1%	-$20.9K	0.04%	131
2024 Q2	$1.86M	Buy	+28,828	New	+$1.91M	0.05%	139

Other funds holding FXG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Signature Estate & Investment Advisors's FXG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 18% in Q2 2026, selling an estimated $285K and leaving 20,958 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #221.

Signature Estate & Investment Advisors first reported a position in FXG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2024. 57 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Signature Estate & Investment Advisors held 20,958 shares of First Trust Consumer Staples AlphaDEX Fund worth $1.31M as of Q2 2026.
Signature Estate & Investment Advisors sold 4,541 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $285K.
First Trust Consumer Staples AlphaDEX Fund made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #221 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $1.95M in Q3 2024.
57 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.