Mather Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Mather Group’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 Q3	$11.2K	Buy	+174	New	+$11.9K	﹤0.01%	1611

Other funds holding FXD

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group's FXD Position: Q3 2026 in Review

Mather Group opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2026: 174 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings.

13 funds tracked by Wall St. Rank hold FXD as of Q3 2026.

Mather Group held 174 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $11.2K as of Q3 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new Mather Group position in Q3 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1611 holding.
13 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.