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

MPWM Advisory Solutions’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	$1.38K	Hold	20	–	–	﹤0.01%	528
2026 Q1	$1.28K	Hold	20	–	–	﹤0.01%	525
2025 Q4	$1.37K	Hold	20	–	–	﹤0.01%	494
2025 Q3	$1.36K	Hold	20	–	–	﹤0.01%	465
2025 Q2	$1.27K	Buy	+20	New	+$1.19K	﹤0.01%	478

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

MPWM Advisory Solutions's FXD Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 20 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

MPWM Advisory Solutions first reported a position in FXD in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

MPWM Advisory Solutions held 20 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $1.38K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #528 holding.
MPWM Advisory Solutions first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.