Excelsior Advisor Network’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Excelsior Advisor Network’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	$3.31M	Buy	+35,256	New	+$2.37M	0.44%	53

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

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

Excelsior Advisor Network's FXD Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026: 35,256 shares worth $3.31M. The stake represents 0.44% of the portfolio and ranks #53 among its holdings.

109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Excelsior Advisor Network held 35,256 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $3.31M as of Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new Excelsior Advisor Network position in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.44% of Excelsior Advisor Network's portfolio in Q2 2026, its #53 holding.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.