Winch Advisory Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Winch Advisory Services’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	$14K	Buy	224 +1	+0.4%	+$63	﹤0.01%	297
2026 Q1	$14.2K	Buy	223 +1	+0.5%	+$65	﹤0.01%	283
2025 Q4	$13.5K	Buy	222 +2	+0.9%	+$124	﹤0.01%	281
2025 Q3	$13.8K	Buy	220 +2	+0.9%	+$128	﹤0.01%	273
2025 Q2	$13.8K	Buy	218 +1	+0.5%	+$64	﹤0.01%	268
2025 Q1	$14.2K	Buy	217 +1	+0.5%	+$64	﹤0.01%	253
2024 Q4	$13.8K	Buy	216 +1	+0.5%	+$67	﹤0.01%	265
2024 Q3	$14.7K	Buy	215 +1	+0.5%	+$67	﹤0.01%	232
2024 Q2	$13.8K	Buy	214 +1	+0.5%	+$66	﹤0.01%	233
2024 Q1	$14.6K	Buy	213 +2	+0.9%	+$129	﹤0.01%	231
2023 Q4	$13.3K	Hold	211	–	–	﹤0.01%	233
2023 Q3	$13K	Buy	211 +1	+0.5%	+$63	﹤0.01%	231
2023 Q2	$13K	Hold	210	–	–	﹤0.01%	227
2023 Q1	$13K	Buy	210 +1	+0.5%	+$62	0.01%	226
2022 Q4	$13K	Buy	209 +2	+1%	+$125	0.01%	217
2022 Q3	$12K	Buy	207 +1	+0.5%	+$62	0.01%	208
2022 Q2	$13K	Sell	206 -1	-0.5%	-$64	0.01%	209
2022 Q1	$13K	Buy	207 +1	+0.5%	+$62	﹤0.01%	230
2021 Q4	$13K	Hold	206	–	–	﹤0.01%	243
2021 Q3	$12K	Buy	206 +1	+0.5%	+$57	﹤0.01%	256
2021 Q2	$12K	Buy	205 +1	+0.5%	+$59	﹤0.01%	249
2021 Q1	$12K	Buy	204 +1	+0.5%	+$54	﹤0.01%	233
2020 Q4	$10K	Hold	203	–	–	﹤0.01%	230
2020 Q3	$10K	Buy	203 +2	+1%	+$97	﹤0.01%	209
2020 Q2	$9K	Buy	201 +1	+0.5%	+$45	﹤0.01%	206
2020 Q1	$8K	Buy	200 +1	+0.5%	+$46	﹤0.01%	184
2019 Q4	$10K	Buy	199 +1	+0.5%	+$48	﹤0.01%	204
2019 Q3	$10K	Buy	198 +1	+0.5%	+$47	0.01%	192
2019 Q2	$9K	Sell	197 -960	-83%	-$44.4K	﹤0.01%	208
2019 Q1	$53K	Sell	1,157 -93,846	-99%	-$4.18M	0.03%	109
2018 Q4	$4.01M	Buy	+95,003	New	+$4.37M	2.23%	13

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

Winch Advisory Services's FXG Position: Q2 2026 in Review

Winch Advisory Services increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.45% in Q2 2026, buying an estimated $63 and bringing the position to 224 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Winch Advisory Services first reported a position in FXG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.01M in Q4 2018. 108 funds tracked by Wall St. Rank hold FXG as of Q2 2026.

Winch Advisory Services held 224 shares of First Trust Consumer Staples AlphaDEX Fund worth $14K as of Q2 2026.
Winch Advisory Services bought 1 First Trust Consumer Staples AlphaDEX Fund share in Q2 2026, an estimated $63.
First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #297 holding.
Winch Advisory Services first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
Winch Advisory Services's First Trust Consumer Staples AlphaDEX Fund position peaked at $4.01M in Q4 2018.
108 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.