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

Topsail 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 Q1	$8.6K	Hold	135	–	–	﹤0.01%	271
2025 Q4	$8.19K	Hold	135	–	–	﹤0.01%	247
2025 Q3	$8.46K	Hold	135	–	–	﹤0.01%	239
2025 Q2	$8.54K	Hold	135	–	–	﹤0.01%	226
2025 Q1	$8.82K	Hold	135	–	–	﹤0.01%	213
2024 Q4	$8.65K	Buy	+135	New	+$9.09K	﹤0.01%	193

Other funds holding FXG

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

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

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

IAA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Topsail Wealth Management's FXG Position: Q1 2026 in Review

Topsail Wealth Management held its First Trust Consumer Staples AlphaDEX Fund (FXG) position steady in Q1 2026 at 135 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Topsail Wealth Management first reported a position in FXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.82K in Q1 2025. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Topsail Wealth Management held 135 shares of First Trust Consumer Staples AlphaDEX Fund worth $8.6K as of Q1 2026.
Topsail Wealth Management left its First Trust Consumer Staples AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #271 holding.
Topsail Wealth Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $8.82K in Q1 2025.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.