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 Q2	$275K	Buy	+5,404	New	+$363K	0.02%	379
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

EAN

Excelsior Advisor Network Denver, Colorado $759M AUM

Coppell Advisory Solutions's FXD Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026: 5,404 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FXD as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FXD in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.48M in Q2 2023. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Coppell Advisory Solutions held 5,404 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $275K as of Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #379 holding.
Coppell Advisory Solutions first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4.48M in Q2 2023.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.