DHJJ Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

DHJJ Financial Advisors’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	$346	Hold	5	–	–	﹤0.01%	941
2026 Q1	$321	Hold	5	–	–	﹤0.01%	944
2025 Q4	$342	Hold	5	–	–	﹤0.01%	897
2025 Q3	$342	Hold	5	–	–	﹤0.01%	865
2025 Q2	$318	Hold	5	–	–	﹤0.01%	854
2025 Q1	$290	Hold	5	–	–	﹤0.01%	811
2024 Q4	$324	Hold	5	–	–	﹤0.01%	768
2024 Q3	$317	Hold	5	–	–	﹤0.01%	751
2024 Q2	$300	Hold	5	–	–	﹤0.01%	707
2024 Q1	$323	Hold	5	–	–	﹤0.01%	687
2023 Q4	$295	Hold	5	–	–	﹤0.01%	680
2023 Q3	$256	Buy	+5	New	+$273	﹤0.01%	687

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

DHJJ Financial Advisors's FXD Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 5 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #941.

DHJJ Financial Advisors first reported a position in FXD in Q3 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

DHJJ Financial Advisors held 5 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $346 as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #941 holding.
DHJJ Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.