IronBridge Private Wealth’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-70,303	Closed	-$4.8M	–	48
2025 Q4	$4.8M	Hold	70,303	–	–	1.52%	17
2025 Q3	$4.8M	Buy	+70,303	New	+$4.71M	1.51%	18
2021 Q2	–	Sell	-134,325	Closed	-$7.82M	–	288
2021 Q1	$7.82M	Buy	+134,325	New	+$7.55M	4.97%	5

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IronBridge Private Wealth's FXD Position: Q1 2026 in Review

IronBridge Private Wealth sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 70,303 shares — an estimated $4.8M sold.

IronBridge Private Wealth first reported a position in FXD in Q1 2021 and held it in 3 quarters. The position peaked at $7.82M in Q1 2021. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

IronBridge Private Wealth reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 70,303 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $4.8M.
IronBridge Private Wealth first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
IronBridge Private Wealth's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $7.82M in Q1 2021.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.