Smartleaf Asset Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Smartleaf Asset 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 Q2	$15K	Hold	216	–	–	﹤0.01%	2165
2026 Q1	$13.4K	Hold	216	–	–	﹤0.01%	2175
2025 Q4	$14.9K	Hold	216	–	–	﹤0.01%	2196
2025 Q3	$14.9K	Hold	216	–	–	﹤0.01%	1941
2025 Q2	$13.7K	Hold	216	–	–	﹤0.01%	1712
2025 Q1	$12.4K	Hold	216	–	–	﹤0.01%	1843
2024 Q4	$14K	Hold	216	–	–	﹤0.01%	1848
2024 Q3	$13.8K	Hold	216	–	–	﹤0.01%	1561
2024 Q2	$12.9K	Hold	216	–	–	﹤0.01%	1278
2024 Q1	$13.9K	Hold	216	–	–	﹤0.01%	926
2023 Q4	$12.8K	Buy	+216	New	+$11.3K	﹤0.01%	731

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

Smartleaf Asset Management's FXD Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q2 2026 at 216 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Smartleaf Asset Management first reported a position in FXD in Q4 2023 and has held it in 11 quarters since. 109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Smartleaf Asset Management held 216 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $15K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #2165 holding.
Smartleaf Asset Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.