Westside Investment Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Westside Investment 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
2025 Q3	–	Sell	-127	Closed	-$8.04K	–	1398
2025 Q2	$8.04K	Hold	127	–	–	﹤0.01%	1023
2025 Q1	$8.3K	Hold	127	–	–	﹤0.01%	707
2024 Q4	$8.14K	Hold	127	–	–	﹤0.01%	714
2024 Q3	$8.68K	Sell	127 -25	-16%	-$1.67K	﹤0.01%	702
2024 Q2	$9.79K	Hold	152	–	–	﹤0.01%	658
2024 Q1	$10.4K	Hold	152	–	–	﹤0.01%	618
2023 Q4	$9.59K	Hold	152	–	–	﹤0.01%	596
2023 Q3	$9.17K	Hold	152	–	–	﹤0.01%	600
2023 Q2	$9.52K	Hold	152	–	–	﹤0.01%	599
2023 Q1	$9.43K	Hold	152	–	–	﹤0.01%	603
2022 Q4	$9	Hold	152	–	–	﹤0.01%	620
2022 Q3	$8	Hold	152	–	–	﹤0.01%	628
2022 Q2	$9	Hold	152	–	–	﹤0.01%	612
2022 Q1	$9	Hold	152	–	–	﹤0.01%	621
2021 Q4	$9	Hold	152	–	–	﹤0.01%	603
2021 Q3	$8	Hold	152	–	–	﹤0.01%	601
2021 Q2	$8	Hold	152	–	–	﹤0.01%	597
2021 Q1	$8	Hold	152	–	–	﹤0.01%	581
2020 Q4	$7	Hold	152	–	–	﹤0.01%	526
2020 Q3	$7	Hold	152	–	–	﹤0.01%	519
2020 Q2	$6	Hold	152	–	–	﹤0.01%	517
2020 Q1	$6	Buy	+152	New	+$6.97K	﹤0.01%	517
2019 Q2	$6	Buy	+152	New	+$7.03K	﹤0.01%	531
2018 Q4	$6.41K	Hold	152	–	–	﹤0.01%	531
2018 Q3	$7.09K	Hold	152	–	–	﹤0.01%	549
2018 Q2	$7.09K	Hold	152	–	–	﹤0.01%	630
2018 Q1	$6.97K	Hold	152	–	–	﹤0.01%	614
2017 Q4	$7.47K	Hold	152	–	–	﹤0.01%	623
2017 Q3	$6.9K	Hold	152	–	–	﹤0.01%	624
2017 Q2	$6.88K	Hold	152	–	–	﹤0.01%	614
2017 Q1	$6.98K	Buy	+152	New	+$7.01K	﹤0.01%	580

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

Westside Investment Management's FXG Position: Q3 2025 in Review

Westside Investment Management sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2025, closing a stake of 127 shares — an estimated $8.04K sold.

Westside Investment Management first reported a position in FXG in Q1 2017 and held it in 31 quarters. The position peaked at $10.4K in Q1 2024. 110 funds tracked by Wall St. Rank hold FXG as of Q3 2025.

Westside Investment Management reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Westside Investment Management sold 127 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2025, an estimated $8.04K.
Westside Investment Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2017 and held it in 31 quarters.
Westside Investment Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $10.4K in Q1 2024.
110 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.