Sunbelt Securities’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-95	Closed	-$6.09K	–	2759
2025 Q2	$6.09K	Buy	+95	New	+$6.08K	﹤0.01%	1402
2025 Q1	–	Sell	-95	Closed	-$6.05K	–	1840
2024 Q4	$6.05K	Hold	95	–	–	﹤0.01%	1404
2024 Q3	$6.49K	Buy	+95	New	+$6.33K	﹤0.01%	1381
2023 Q2	–	Sell	-339	Closed	-$20.9K	–	1718
2023 Q1	$20.9K	Buy	+339	New	+$21K	﹤0.01%	949

Other funds holding FXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

Sunbelt Securities's FXG Position: Q3 2025 in Review

Sunbelt Securities sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2025, closing a stake of 95 shares — an estimated $6.09K sold.

Sunbelt Securities first reported a position in FXG in Q1 2023 and held it in 4 quarters. The position peaked at $20.9K in Q1 2023. 110 funds tracked by Wall St. Rank hold FXG as of Q3 2025.

Sunbelt Securities reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 95 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2025, an estimated $6.09K.
Sunbelt Securities first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
Sunbelt Securities's First Trust Consumer Staples AlphaDEX Fund position peaked at $20.9K in Q1 2023.
110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.