Global Retirement Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Global Retirement Partners’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
2025 Q4	$2.54K	Sell	37 -119	-76%	-$7.98K	﹤0.01%	3652
2025 Q3	$10.6K	Buy	156 +24	+18%	+$1.61K	﹤0.01%	2677
2025 Q2	$8.37K	Buy	+132	New	+$7.82K	﹤0.01%	2689
2024 Q4	$12K	Hold	185	–	–	﹤0.01%	2327
2024 Q3	$11.7K	Hold	185	–	–	﹤0.01%	2228
2024 Q2	$11.1K	Buy	185 +165	+825%	+$9.96K	﹤0.01%	2277
2024 Q1	$1.29K	Hold	20	–	–	﹤0.01%	2898
2023 Q4	$1.14K	Hold	20	–	–	﹤0.01%	2857
2023 Q3	$995	Hold	20	–	–	﹤0.01%	2773
2023 Q2	$1.11K	Sell	20 -154	-89%	-$7.99K	﹤0.01%	2751
2023 Q1	$8.99K	Buy	174 +144	+480%	+$7.55K	﹤0.01%	1958
2022 Q4	$1.45K	Buy	30 +20	+200%	+$960	﹤0.01%	2473
2022 Q3	$0	Sell	10 -31	-76%	-$1.49K	﹤0.01%	2786
2022 Q2	$2K	Sell	41 -110	-73%	-$5.5K	﹤0.01%	2201
2022 Q1	$7K	Buy	+151	New	+$8.58K	﹤0.01%	1767
2019 Q1	–	Sell	-163	Closed	-$6K	–	1532
2018 Q4	$6K	Buy	+163	New	+$6.52K	﹤0.01%	1102

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

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

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's FXD Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 76% in Q4 2025, selling an estimated $7.98K and leaving 37 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Global Retirement Partners first reported a position in FXD in Q4 2018 and has held it in 16 quarters since. The position peaked at $12K in Q4 2024. 116 funds tracked by Wall St. Rank hold FXD as of Q4 2025.

Global Retirement Partners held 37 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $2.54K as of Q4 2025.
Global Retirement Partners sold 119 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2025, an estimated $7.98K.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3652 holding.
Global Retirement Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2018 and has held it in 16 quarters since.
Global Retirement Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $12K in Q4 2024.
116 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.