IFG Advisory’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

IFG Advisory’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	$29.1K	Buy	+420	New	+$28.2K	﹤0.01%	1520
2023 Q1	–	Sell	-4,373	Closed	-$210K	–	512
2022 Q4	$210K	Sell	4,373 -2,032	-32%	-$97.5K	0.02%	456
2022 Q3	$275K	Sell	6,405 -1,037	-14%	-$50K	0.03%	426
2022 Q2	$332K	Sell	7,442 -2,865	-28%	-$143K	0.04%	358
2022 Q1	$561K	Buy	10,307 +246	+2%	+$14K	0.06%	288
2021 Q4	$624K	Buy	10,061 +1,228	+14%	+$75.9K	0.06%	263
2021 Q3	$522K	Buy	8,833 +1,866	+27%	+$114K	0.06%	282
2021 Q2	$423K	Buy	6,967 +2,680	+63%	+$161K	0.05%	326
2021 Q1	$249K	Sell	4,287 -105	-2%	-$5.9K	0.03%	424
2020 Q4	$223K	Buy	+4,392	New	+$206K	0.03%	419

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

IFG Advisory's FXD Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026: 420 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FXD as recently as Q4 2022.

IFG Advisory first reported a position in FXD in Q4 2020 and has held it in 10 quarters since. The position peaked at $624K in Q4 2021. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

IFG Advisory held 420 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $29.1K as of Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1520 holding.
IFG Advisory first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and has held it in 10 quarters since.
IFG Advisory's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $624K in Q4 2021.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.