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Retirement Planning Group (Kansas)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Retirement Planning Group (Kansas)’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 		$540K Sell
7,803
-1,874
-19% -$126K 0.01% 313
2026
Q1 		$619K Sell
9,677
-283
-3% -$19.4K 0.02% 267
2025
Q4 		$681K Sell
9,960
-183
-2% -$12.3K 0.02% 230
2025
Q3 		$692K Sell
10,143
-94
-0.9% -$6.3K 0.02% 222
2025
Q2 		$649K Buy
10,237
+6,372
+165% +$377K 0.03% 189
2025
Q1 		$224K Buy
+3,865
New +$245K 0.01% 281

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
EAN
Excelsior Advisor Network Denver, Colorado $759M AUM

Retirement Planning Group (Kansas)'s FXD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 19% in Q2 2026, selling an estimated $126K and leaving 7,803 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #313.

Retirement Planning Group (Kansas) first reported a position in FXD in Q1 2025 and has held it in 6 quarters since. The position peaked at $692K in Q3 2025. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

  • Retirement Planning Group (Kansas) held 7,803 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $540K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 1,874 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $126K.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #313 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s First Trust Consumer Discretionary AlphaDEX Fund position peaked at $692K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.