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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return