Twin Peaks Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Twin Peaks Wealth Advisors’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	-1	Closed	-$60	–	980
2026 Q1	$60	Buy	+1	New	+$65	﹤0.01%	2287
2025 Q3	–	Sell	-1	Closed	-$60	–	907
2025 Q2	$60	Buy	+1	New	+$64	﹤0.01%	2176

Other funds holding FXG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's FXG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

Twin Peaks Wealth Advisors first reported a position in FXG in Q2 2025 and held it in 2 quarters. The position peaked at $60 in Q1 2026. 107 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 First Trust Consumer Staples AlphaDEX Fund share in Q2 2026, an estimated $60.
Twin Peaks Wealth Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $60 in Q1 2026.
107 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.