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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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