BEI
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Benjamin Edwards Inc’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-26,908
Closed -$1.84M – 1381
2025
Q4 		$1.84M Buy
26,908
+447
+2% +$30K 0.02% 533
2025
Q3 		$1.81M Buy
+26,461
New +$1.77M 0.02% 511
2025
Q2 		– Sell
-48,167
Closed -$2.79M – 1172
2025
Q1 		$2.79M Sell
48,167
-129,246
-73% -$8.19M 0.04% 351
2024
Q4 		$11.5M Sell
177,413
-12,857
-7% -$835K 0.16% 147
2024
Q3 		$12M Buy
190,270
+187,387
+6,500% +$11.3M 0.18% 144
2024
Q2 		$173K Buy
2,883
+322
+13% +$19.4K 0.03% 360
2024
Q1 		$165K Buy
2,561
+992
+63% +$59.4K 0.03% 362
2023
Q4 		$93K Sell
1,569
-1,149
-42% -$60.3K 0.02% 425
2023
Q3 		$139K Sell
2,718
-319
-11% -$17.4K 0.03% 340
2023
Q2 		$168K Buy
3,037
+1,638
+117% +$85K 0.04% 303
2023
Q1 		$73K Buy
+1,399
New +$73.4K 0.02% 411
2022
Q2 		– Sell
-1,408
Closed -$77K – 729
2022
Q1 		$77K Sell
1,408
-810
-37% -$46K 0.02% 403
2021
Q4 		$138K Sell
2,218
-1,407
-39% -$87K 0.04% 305
2021
Q3 		$214K Buy
3,625
+2
+0.1% +$122 0.13% 174
2021
Q2 		$220K Buy
3,623
+233
+7% +$14K 0.15% 154
2021
Q1 		$197K Buy
3,390
+1,779
+110% +$100K 0.15% 157
2020
Q4 		$82K Buy
1,611
+20
+1% +$938 0.06% 204
2020
Q3 		$68K Buy
1,591
+44
+3% +$1.82K 0.06% 194
2020
Q2 		$58K Sell
1,547
-89
-5% -$3K 0.05% 189
2020
Q1 		$44K Buy
+1,636
New +$64.7K 0.05% 181

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin Edwards Inc's FXD Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 26,908 shares — an estimated $1.84M sold.

Benjamin Edwards Inc first reported a position in FXD in Q1 2020 and held it in 20 quarters. The position peaked at $12M in Q3 2024. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 26,908 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $1.84M.
  • Benjamin Edwards Inc first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2020 and held it in 20 quarters.
  • Benjamin Edwards Inc's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $12M in Q3 2024.
  • 114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.