Bank of New Hampshire’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Bank of New Hampshire’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
2025 Q2	–	Sell	-400	Closed	-$23.2K	–	466
2025 Q1	$23.2K	Hold	400	–	–	0.01%	338
2024 Q4	$25.9K	Hold	400	–	–	0.01%	330
2024 Q3	$25.3K	Hold	400	–	–	0.01%	343
2024 Q2	$24K	Hold	400	–	–	0.01%	362
2024 Q1	$25.8K	Hold	400	–	–	0.01%	358
2023 Q4	$23.6K	Hold	400	–	–	0.01%	367
2023 Q3	$20.4K	Hold	400	–	–	0.01%	373
2023 Q2	$22.1K	Hold	400	–	–	0.01%	379
2023 Q1	$20.8K	Hold	400	–	–	0.01%	383
2022 Q4	$19K	Hold	400	–	–	0.01%	399
2022 Q3	$17K	Hold	400	–	–	0.01%	410
2022 Q2	$18K	Sell	400 -200	-33%	-$10K	0.01%	415
2022 Q1	$33K	Buy	+600	New	+$34.1K	0.01%	368

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New Hampshire's FXD Position: Q2 2025 in Review

Bank of New Hampshire sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 400 shares — an estimated $23.2K sold.

Bank of New Hampshire first reported a position in FXD in Q1 2022 and held it in 13 quarters. The position peaked at $33K in Q1 2022. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Bank of New Hampshire reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Bank of New Hampshire sold 400 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $23.2K.
Bank of New Hampshire first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
Bank of New Hampshire's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $33K in Q1 2022.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Bank of New Hampshire's 13F filing for Q2 2025, filed 9 Jul 2025.