Coppell Advisory Solutions’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Coppell Advisory Solutions’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	-11,410	Closed	-$787K	–	151
2025 Q4	$787K	Sell	11,410 -18	-0.2%	-$1.21K	0.08%	192
2025 Q3	$787K	Sell	11,428 -601	-5%	-$40.3K	0.08%	192
2025 Q2	$762K	Hold	12,029	–	–	0.09%	181
2025 Q1	$683K	Sell	12,029 -13,267	-52%	-$841K	0.09%	180
2024 Q4	$1.64M	Buy	25,296 +8,484	+50%	+$551K	0.23%	90
2024 Q3	$1.07M	Sell	16,812 -16,027	-49%	-$967K	0.16%	119
2024 Q2	$1.97M	Buy	+32,839	New	+$1.98M	0.32%	68
2023 Q4	$1.86M	Buy	31,516 +31,164	+8,853%	+$1.64M	0.37%	63
2023 Q3	$17K	Sell	352 -81,788	-100%	-$4.46M	0.01%	521
2023 Q2	$4.48M	Buy	+82,140	New	+$4.26M	1.27%	15
2023 Q1	–	Sell	-352	Closed	-$17K	–	541
2022 Q4	$17K	Buy	+352	New	+$16.9K	0.01%	525
2020 Q4	$1.22M	Buy	+23,887	New	+$1.12M	0.61%	42

Other funds holding FXD

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Coppell Advisory Solutions's FXD Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 11,410 shares — an estimated $787K sold.

Coppell Advisory Solutions first reported a position in FXD in Q4 2020 and held it in 12 quarters. The position peaked at $4.48M in Q2 2023. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 11,410 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $787K.
Coppell Advisory Solutions first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4.48M in Q2 2023.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.