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Summit Financial’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Summit Financial’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 		$341K Buy
5,451
+615
+13% +$38.6K ﹤0.01% 1259
2026
Q1 		$308K Buy
+4,836
New +$315K ﹤0.01% 1184

Other funds holding FXG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's FXG Position: Q2 2026 in Review

Summit Financial increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 13% in Q2 2026, buying an estimated $38.6K and bringing the position to 5,451 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Summit Financial first reported a position in FXG in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

  • Summit Financial held 5,451 shares of First Trust Consumer Staples AlphaDEX Fund worth $341K as of Q2 2026.
  • Summit Financial bought 615 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2026, an estimated $38.6K.
  • First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1259 holding.
  • Summit Financial first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.