FFA
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Founders Financial Alliance’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Founders Financial Alliance’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 		$203K Buy
2,936
+110
+4% +$7.39K 0.03% 434
2026
Q1 		$181K Buy
2,826
+910
+47% +$62.3K 0.03% 400
2025
Q4 		$131K Sell
1,916
-1,224
-39% -$82.1K 0.02% 381
2025
Q3 		$214K Buy
3,140
+849
+37% +$56.9K 0.04% 365
2025
Q2 		$145K Sell
2,291
-759
-25% -$45K 0.03% 336
2025
Q1 		$177K Buy
3,050
+152
+5% +$9.64K 0.04% 349
2024
Q4 		$187K Buy
2,898
+32
+1% +$2.08K 0.05% 288
2024
Q3 		$181K Sell
2,866
-58
-2% -$3.5K 0.05% 294
2024
Q2 		$175K Sell
2,924
-287
-9% -$17.3K 0.05% 279
2024
Q1 		$207K Sell
3,211
-107
-3% -$6.41K 0.06% 257
2023
Q4 		$196K Buy
3,318
+233
+8% +$12.2K 0.08% 245
2023
Q3 		$157K Buy
3,085
+2,240
+265% +$122K 0.07% 239
2023
Q2 		$46.7K Hold
845
– – 0.02% 347
2023
Q1 		$42.9K Sell
845
-2,031
-71% -$107K 0.02% 313
2022
Q4 		$139K Hold
2,876
– – 0.06% 246
2022
Q3 		$124K Sell
2,876
-614
-18% -$29.6K 0.06% 243
2022
Q2 		$156K Buy
3,490
+3
+0.1% +$150 0.08% 226
2022
Q1 		$190K Buy
3,487
+130
+4% +$7.39K 0.08% 214
2021
Q4 		$208K Buy
3,357
+39
+1% +$2.41K 0.08% 242
2021
Q3 		$196K Buy
3,318
+223
+7% +$13.6K 0.09% 224
2021
Q2 		$186K Sell
3,095
-233
-7% -$14K 0.08% 241
2021
Q1 		$198K Buy
3,328
+2,483
+294% +$140K 0.1% 219
2020
Q4 		$43K Hold
845
– – 0.02% 302
2020
Q3 		$38K Buy
+845
New +$34.9K 0.02% 428

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
EAN
Excelsior Advisor Network Denver, Colorado $759M AUM

Founders Financial Alliance's FXD Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 3.9% in Q2 2026, buying an estimated $7.39K and bringing the position to 2,936 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #434.

Founders Financial Alliance first reported a position in FXD in Q3 2020 and has held it in 24 quarters since. The position peaked at $214K in Q3 2025. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

  • Founders Financial Alliance held 2,936 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $203K as of Q2 2026.
  • Founders Financial Alliance bought 110 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $7.39K.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #434 holding.
  • Founders Financial Alliance first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $214K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.