Sound Income Strategies’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Sound Income 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 Q2	–	Sell	-3,074	Closed	-$196K	–	1196
2026 Q1	$196K	Sell	3,074 -309	-9%	-$20.1K	0.01%	419
2025 Q4	$215K	Buy	+3,383	New	+$210K	0.01%	400
2024 Q1	–	Sell	-400	Closed	-$25.3K	–	1390
2023 Q4	$25.3K	Buy	+400	New	+$24K	﹤0.01%	541

Other funds holding FXG

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

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Sound Income Strategies's FXG Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 3,074 shares — an estimated $196K sold.

Sound Income Strategies first reported a position in FXG in Q4 2023 and held it in 3 quarters. The position peaked at $215K in Q4 2025. 31 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 3,074 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $196K.
Sound Income Strategies first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
Sound Income Strategies's First Trust Consumer Staples AlphaDEX Fund position peaked at $215K in Q4 2025.
31 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.