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RMG Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

RMG Wealth Management’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 		– Sell
-486
Closed -$109K – 614
2025
Q4 		$109K Buy
+486
New +$32.6K 0.01% 99

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMG Wealth Management's FXD Position: Q1 2026 in Review

RMG Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 486 shares — an estimated $109K sold.

RMG Wealth Management first reported a position in FXD in Q4 2025 and held it in 1 quarter. The position peaked at $109K in Q4 2025. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

  • RMG Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 486 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $109K.
  • RMG Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $109K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.