HHM Wealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

HHM Wealth 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 Q2	$346	Buy	+5	New	+$336	﹤0.01%	861
2022 Q3	–	Sell	-227	Closed	-$10K	–	716
2022 Q2	$10K	Buy	+227	New	+$11.4K	﹤0.01%	536
2020 Q2	–	Sell	-1,211	Closed	-$33K	–	504
2020 Q1	$33K	Buy	+1,211	New	+$47.9K	0.02%	243

Other funds holding FXD

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return