Park Square Financial Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Park Square Financial 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 Q2	$9.27K	Hold	134	–	–	0.08%	84
2026 Q1	$8.58K	Hold	134	–	–	0.07%	104
2025 Q4	$8.66K	Hold	134	–	–	0.05%	159
2025 Q3	$9.14K	Hold	134	–	–	0.04%	171
2025 Q2	$8.5K	Hold	134	–	–	0.01%	629
2025 Q1	$7.76K	Hold	134	–	–	0.01%	669
2024 Q4	$8.66K	Buy	+134	New	+$8.7K	0.01%	610

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

Park Square Financial Group's FXD Position: Q2 2026 in Review

Park Square Financial Group held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 134 shares worth $9.27K. The position accounts for 0.08% of the portfolio, ranked #84.

Park Square Financial Group 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.

Park Square Financial Group held 134 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $9.27K as of Q2 2026.
Park Square Financial Group left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.08% of Park Square Financial Group's portfolio in Q2 2026, its #84 holding.
Park Square Financial Group 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 Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.