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World Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

World Investment 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
2025
Q4 		– Sell
-4,026
Closed -$252K – 1498
2025
Q3 		$252K Sell
4,026
-172
-4% -$11K 0.01% 1073
2025
Q2 		$266K Buy
4,198
+3
+0.1% +$192 0.01% 971
2025
Q1 		$274K Buy
4,195
+1
+0% +$64 0.01% 897
2024
Q4 		$269K Buy
4,194
+2
+0% +$135 0.01% 866
2024
Q3 		$286K Sell
4,192
-470
-10% -$31.3K 0.01% 752
2024
Q2 		$300K Buy
4,662
+2
+0% +$133 0.02% 498
2024
Q1 		$319K Sell
4,660
-23
-0.5% -$1.48K 0.05% 296
2023
Q4 		$295K Sell
4,683
-1,069
-19% -$64.2K 0.04% 310
2023
Q3 		$347K Sell
5,752
-499
-8% -$31.5K 0.07% 181
2023
Q2 		$392K Sell
6,251
-99
-2% -$6.2K 0.08% 158
2023
Q1 		$394K Sell
6,350
-951
-13% -$58.9K 0.08% 149
2022
Q4 		$458K Sell
7,301
-3,344
-31% -$209K 0.11% 137
2022
Q3 		$605K Sell
10,645
-598
-5% -$37.4K 0.14% 114
2022
Q2 		$719K Buy
11,243
+4,651
+71% +$298K 0.15% 111
2022
Q1 		$420K Buy
6,592
+1,228
+23% +$76.6K 0.09% 165
2021
Q4 		$333K Sell
5,364
-148
-3% -$8.7K 0.07% 188
2021
Q3 		$310K Buy
5,512
+421
+8% +$23.9K 0.07% 178
2021
Q2 		$290K Sell
5,091
-420
-8% -$24.7K 0.07% 193
2021
Q1 		$330K Buy
5,511
+2
+0% +$108 0.08% 164
2020
Q4 		$297K Buy
5,509
+1
+0% +$50 0.08% 162
2020
Q3 		$265K Hold
5,508
– – 0.09% 132
2020
Q2 		$272K Sell
5,508
-127
-2% -$5.68K 0.1% 128
2020
Q1 		$225K Sell
5,635
-108
-2% -$4.96K 0.1% 117
2019
Q4 		$287K Sell
5,743
-124
-2% -$5.99K 0.11% 112
2019
Q3 		$284K Sell
5,867
-300
-5% -$14K 0.12% 106
2019
Q2 		$283K Sell
6,167
-559
-8% -$25.9K 0.12% 100
2019
Q1 		$308K Hold
6,726
– – 0.14% 83
2018
Q4 		$304K Buy
+6,726
New +$310K 0.14% 106

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 $114M AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Investment Advisors's FXG Position: Q4 2025 in Review

World Investment Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2025, closing a stake of 4,026 shares — an estimated $252K sold.

World Investment Advisors first reported a position in FXG in Q4 2018 and held it in 28 quarters. The position peaked at $719K in Q2 2022. 113 funds tracked by Wall St. Rank hold FXG as of Q4 2025.

  • World Investment Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 4,026 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2025, an estimated $252K.
  • World Investment Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2018 and held it in 28 quarters.
  • World Investment Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $719K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.