Morey & Quinn Wealth Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Morey & Quinn Wealth Partners’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	$348K	Hold	5,028	–	–	0.22%	100
2026 Q1	$322K	Hold	5,028	–	–	0.23%	97
2025 Q4	$344K	Hold	5,028	–	–	0.25%	94
2025 Q3	$343K	Hold	5,028	–	–	0.25%	96
2025 Q2	$319K	Hold	5,028	–	–	0.26%	94
2025 Q1	$291K	Sell	5,028 -60	-1%	-$3.8K	0.24%	95
2024 Q4	$329K	Buy	+5,088	New	+$330K	0.28%	88

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

Morey & Quinn Wealth Partners's FXD Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 5,028 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #100.

Morey & Quinn Wealth Partners first reported a position in FXD in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Morey & Quinn Wealth Partners held 5,028 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $348K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.22% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #100 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.