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	–	715
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

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

HHM Wealth Advisors's FXD Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026: 5 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FXD as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FXD in Q1 2020 and has held it in 3 quarters since. The position peaked at $33K in Q1 2020. 109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

HHM Wealth Advisors held 5 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $346 as of Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #861 holding.
HHM Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2020 and has held it in 3 quarters since.
HHM Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $33K in Q1 2020.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.