SHP Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FXD
SHP Wealth Management's FXD Position: Q1 2026 in Review
SHP Wealth Management held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q1 2026 at 530 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #587.
SHP Wealth Management first reported a position in FXD in Q4 2025 and has held it in 2 quarters since. The position peaked at $36.2K in Q4 2025. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.
- SHP Wealth Management held 530 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $33.9K as of Q1 2026.
- SHP Wealth Management 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 SHP Wealth Management's portfolio in Q1 2026, its #587 holding.
- SHP Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $36.2K in Q4 2025.
- 114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.