Spire Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Spire Wealth Management’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	$259K	Sell	4,472 -1	-0%	-$64	0.01%	684
2026 Q2	$280K	Hold	4,473	–	–	0.01%	687
2026 Q1	$285K	Hold	4,473	–	–	0.01%	688
2025 Q4	$271K	Hold	4,473	–	–	0.01%	711
2025 Q3	$280K	Hold	4,473	–	–	0.01%	692
2025 Q2	$283K	Sell	4,473 -13,391	-75%	-$858K	0.01%	670
2025 Q1	$1.17M	Hold	17,864	–	–	0.04%	375
2024 Q4	$1.14M	Hold	17,864	–	–	0.04%	358
2024 Q3	$1.22M	Buy	17,864 +1	+0%	+$67	0.04%	330
2024 Q2	$1.15M	Sell	17,863 -1	-0%	-$66	0.04%	319
2024 Q1	$1.22M	Hold	17,864	–	–	0.02%	338
2023 Q4	$1.11M	Hold	17,864	–	–	0.04%	340
2023 Q3	$1.08M	Hold	17,864	–	–	0.04%	316
2023 Q2	$1.12M	Hold	17,864	–	–	0.04%	328
2023 Q1	$1.11M	Buy	17,864 +2,317	+15%	+$143K	0.04%	326
2022 Q4	$976K	Buy	15,547 +2,865	+23%	+$179K	0.05%	236
2022 Q3	$721K	Sell	12,682 -9,929	-44%	-$621K	0.04%	269
2022 Q2	$1.39M	Sell	22,611 -7,504	-25%	-$480K	0.06%	265
2022 Q1	$1.92M	Sell	30,115 -3,108	-9%	-$194K	0.05%	288
2021 Q4	$2.06M	Sell	33,223 -12,475	-27%	-$733K	0.05%	305
2021 Q3	$2.57M	Buy	45,698 +1,612	+4%	+$91.5K	0.07%	245
2021 Q2	$2.51M	Buy	44,086 +8,003	+22%	+$470K	0.07%	250
2021 Q1	$2.07M	Buy	+36,083	New	+$1.96M	0.06%	271

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

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

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

Spire Wealth Management's FXG Position: Q3 2026 in Review

Spire Wealth Management reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.02% in Q3 2026, selling an estimated $64 and leaving 4,472 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #684.

Spire Wealth Management first reported a position in FXG in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.57M in Q3 2021. 57 funds tracked by Wall St. Rank hold FXG as of Q3 2026.

Spire Wealth Management held 4,472 shares of First Trust Consumer Staples AlphaDEX Fund worth $259K as of Q3 2026.
Spire Wealth Management sold 1 First Trust Consumer Staples AlphaDEX Fund share in Q3 2026, an estimated $64.
First Trust Consumer Staples AlphaDEX Fund made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #684 holding.
Spire Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $2.57M in Q3 2021.
57 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.