Guardian Wealth Advisors (North Carolina)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-283	Closed	-$18.1K	–	448
2026 Q1	$18.1K	Buy	+283	New	+$19.4K	﹤0.01%	511
2025 Q3	–	Sell	-283	Closed	-$18K	–	417
2025 Q2	$18K	Hold	283	–	–	﹤0.01%	455
2025 Q1	$16.4K	Hold	283	–	–	﹤0.01%	440
2024 Q4	$18.3K	Sell	283 -46	-14%	-$2.99K	﹤0.01%	419
2024 Q3	$20.8K	Hold	329	–	–	﹤0.01%	354
2024 Q2	$19.7K	Hold	329	–	–	﹤0.01%	344
2024 Q1	$21.2K	Sell	329 -380	-54%	-$22.8K	﹤0.01%	360
2023 Q4	$41.8K	Buy	709 +426	+151%	+$22.4K	0.01%	317
2023 Q3	$14.4K	Sell	283 -70	-20%	-$3.82K	﹤0.01%	346
2023 Q2	$19.5K	Hold	353	–	–	﹤0.01%	321
2023 Q1	$18.3K	Hold	353	–	–	﹤0.01%	316
2022 Q4	$17K	Sell	353 -12	-3%	-$576	﹤0.01%	297
2022 Q3	$16K	Hold	365	–	–	﹤0.01%	273
2022 Q2	$16K	Buy	365 +283	+345%	+$14.2K	﹤0.01%	273
2022 Q1	$4K	Sell	82 -102	-55%	-$5.8K	﹤0.01%	229
2021 Q4	$11K	Buy	+184	New	+$11.4K	﹤0.01%	200

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

EAN

Excelsior Advisor Network Denver, Colorado $759M AUM

Guardian Wealth Advisors (North Carolina)'s FXD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026, closing a stake of 283 shares — an estimated $18.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXD in Q4 2021 and held it in 16 quarters. The position peaked at $41.8K in Q4 2023. 109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 283 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $18.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Consumer Discretionary AlphaDEX Fund position peaked at $41.8K in Q4 2023.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.