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Wilmington Savings Fund Society’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Wilmington Savings Fund Society’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
Q4 		– Sell
-777
Closed -$48.7K – 1417
2025
Q3 		$48.7K Buy
+777
New +$49.7K ﹤0.01% 899

Other funds holding FXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilmington Savings Fund Society's FXG Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2025, closing a stake of 777 shares — an estimated $48.7K sold.

Wilmington Savings Fund Society first reported a position in FXG in Q3 2025 and held it in 1 quarter. The position peaked at $48.7K in Q3 2025. 113 funds tracked by Wall St. Rank hold FXG as of Q4 2025.

  • Wilmington Savings Fund Society reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 777 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2025, an estimated $48.7K.
  • Wilmington Savings Fund Society first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's First Trust Consumer Staples AlphaDEX Fund position peaked at $48.7K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.