Atwood & Palmer’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Atwood & Palmer’s Portfolio FXD Stock Details FXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.7K	Hold	545	–	–	﹤0.01%	271
2026 Q1	$34.9K	Hold	545	–	–	﹤0.01%	271
2025 Q4	$37.3K	Hold	545	–	–	﹤0.01%	260
2025 Q3	$37.2K	Hold	545	–	–	﹤0.01%	269
2025 Q2	$34.6K	Hold	545	–	–	﹤0.01%	265
2025 Q1	$31.6K	Hold	545	–	–	﹤0.01%	256
2024 Q4	$35.2K	Hold	545	–	–	﹤0.01%	245
2024 Q3	$34.5K	Sell	545 -475	-47%	-$28.7K	﹤0.01%	250
2024 Q2	$61.1K	Sell	1,020 -1,830	-64%	-$111K	﹤0.01%	214
2024 Q1	$184K	Sell	2,850 -470	-14%	-$28.2K	0.01%	153
2023 Q4	$196K	Hold	3,320	–	–	0.02%	148
2023 Q3	$169K	Sell	3,320 -95	-3%	-$5.18K	0.01%	148
2023 Q2	$189K	Sell	3,415 -1,075	-24%	-$55.8K	0.02%	151
2023 Q1	$233K	Sell	4,490 -15,080	-77%	-$791K	0.02%	130
2022 Q4	$943K	Sell	19,570 -18,665	-49%	-$896K	0.09%	90
2022 Q3	$1.65M	Buy	38,235 +30	+0.1%	+$1.45K	0.16%	74
2022 Q2	$1.71M	Sell	38,205 -1,095	-3%	-$54.8K	0.17%	67
2022 Q1	$2.14M	Buy	39,300 +745	+2%	+$42.4K	0.18%	66
2021 Q4	$2.39M	Sell	38,555 -705	-2%	-$43.6K	0.2%	61
2021 Q3	$2.32M	Buy	39,260 +785	+2%	+$48K	0.21%	61
2021 Q2	$2.34M	Sell	38,475 -2,435	-6%	-$146K	0.21%	63
2021 Q1	$2.38M	Sell	40,910 -5,460	-12%	-$307K	0.23%	62
2020 Q4	$2.36M	Sell	46,370 -1,160	-2%	-$54.4K	0.25%	60
2020 Q3	$2.02M	Buy	47,530 +46,880	+7,212%	+$1.94M	0.25%	56
2020 Q2	$24K	Buy	+650	New	+$21.9K	﹤0.01%	213
2017 Q1	–	Sell	-40,457	Closed	-$1.44M	–	314
2016 Q4	$1.44M	Sell	40,457 -4,185	-9%	-$148K	0.26%	52
2016 Q3	$1.57M	Sell	44,642 -960	-2%	-$34.1K	0.29%	50
2016 Q2	$1.54M	Buy	45,602 +1,860	+4%	+$63.4K	0.28%	55
2016 Q1	$1.54M	Buy	43,742 +4,859	+12%	+$159K	0.27%	57
2015 Q4	$1.33M	Buy	38,883 +2,743	+8%	+$96.2K	0.25%	61
2015 Q3	$1.24M	Buy	36,140 +1,735	+5%	+$62.5K	0.24%	61
2015 Q2	$1.26M	Sell	34,405 -1,576	-4%	-$58.3K	0.23%	65
2015 Q1	$1.34M	Buy	35,981 +1,290	+4%	+$46.6K	0.24%	64
2014 Q4	$1.24M	Buy	34,691 +8,105	+30%	+$273K	0.23%	61
2014 Q3	$862K	Buy	26,586 +1,936	+8%	+$64.3K	0.16%	73
2014 Q2	$820K	Buy	24,650 +5,524	+29%	+$176K	0.22%	65
2014 Q1	$612K	Buy	19,126 +2,306	+14%	+$73.1K	0.14%	66
2013 Q4	$542K	Hold	16,820	–	–	0.13%	70
2013 Q3	$499K	Buy	16,820 +9,315	+124%	+$268K	0.14%	71
2013 Q2	$204K	Buy	+7,505	New	+$200K	0.06%	99

Other funds holding FXD

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PSB

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Atwood & Palmer's FXD Position: Q2 2026 in Review

Atwood & Palmer held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 545 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Atwood & Palmer first reported a position in FXD in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.39M in Q4 2021. 21 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Atwood & Palmer held 545 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $37.7K as of Q2 2026.
Atwood & Palmer left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #271 holding.
Atwood & Palmer first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and has held it in 40 quarters since.
Atwood & Palmer's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $2.39M in Q4 2021.
21 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.