Farther Finance Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Farther Finance 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 Q3	$682K	Sell	10,636 -389	-4%	-$26.6K	﹤0.01%	1358
2026 Q2	$763K	Sell	11,025 -5	-0%	-$336	0.01%	1270
2026 Q1	$711K	Sell	11,030 -4	-0%	-$274	0.01%	1176
2025 Q4	$754K	Hold	11,034	–	–	0.01%	1058
2025 Q3	$753K	Hold	11,034	–	–	0.01%	870
2025 Q2	$700K	Sell	11,034 -3	-0%	-$178	0.01%	752
2025 Q1	$644K	Buy	+11,037	New	+$700K	0.02%	673
2023 Q4	–	Sell	-895	Closed	-$45.7K	–	3568
2023 Q3	$45.7K	Hold	895	–	–	0.01%	800
2023 Q2	$49.4K	Hold	895	–	–	0.01%	677
2023 Q1	$46.5K	Hold	895	–	–	0.01%	620
2022 Q4	$43.1K	Buy	+895	New	+$42.9K	0.02%	521

Other funds holding FXD

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's FXD Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 3.5% in Q3 2026, selling an estimated $26.6K and leaving 10,636 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Farther Finance Advisors first reported a position in FXD in Q4 2022 and has held it in 11 quarters since. The position peaked at $763K in Q2 2026. 6 funds tracked by Wall St. Rank hold FXD as of Q3 2026.

Farther Finance Advisors held 10,636 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $682K as of Q3 2026.
Farther Finance Advisors sold 389 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2026, an estimated $26.6K.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1358 holding.
Farther Finance Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2022 and has held it in 11 quarters since.
Farther Finance Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $763K in Q2 2026.
6 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.