Sequoia Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Sequoia Financial Advisors’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	$558K	Hold	8,073	–	–	﹤0.01%	1274
2026 Q1	$517K	Hold	8,073	–	–	﹤0.01%	1259
2025 Q4	$552K	Hold	8,073	–	–	﹤0.01%	1225
2025 Q3	$551K	Hold	8,073	–	–	﹤0.01%	1086
2025 Q2	$512K	Hold	8,073	–	–	﹤0.01%	985
2025 Q1	$467K	Buy	+8,073	New	+$512K	﹤0.01%	881

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

Sequoia Financial Advisors's FXD Position: Q2 2026 in Review

Sequoia Financial Advisors held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 8,073 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Sequoia Financial Advisors first reported a position in FXD in Q1 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Sequoia Financial Advisors held 8,073 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $558K as of Q2 2026.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1274 holding.
Sequoia Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.