POM Investment Strategies’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

POM Investment Strategies’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	$1.09K	Hold	17	–	–	﹤0.01%	413
2025 Q4	$1.16K	Hold	17	–	–	﹤0.01%	309
2025 Q3	$1.16K	Hold	17	–	–	﹤0.01%	179
2025 Q2	$1.08K	Hold	17	–	–	﹤0.01%	120
2025 Q1	$984	Hold	17	–	–	﹤0.01%	181
2024 Q4	$1.1K	Hold	17	–	–	﹤0.01%	298
2024 Q3	$1.08K	Buy	+17	New	+$1.03K	﹤0.01%	254

Other funds holding FXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

POM Investment Strategies's FXD Position: Q1 2026 in Review

POM Investment Strategies held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q1 2026 at 17 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

POM Investment Strategies first reported a position in FXD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.16K in Q4 2025. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

POM Investment Strategies held 17 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $1.09K as of Q1 2026.
POM Investment Strategies left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of POM Investment Strategies's portfolio in Q1 2026, its #413 holding.
POM Investment Strategies first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
POM Investment Strategies's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.16K in Q4 2025.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.