Snowden Capital Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Snowden Capital 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	–	Sell	-3,943	Closed	-$252K	–	1363
2026 Q1	$252K	Hold	3,943	–	–	0.01%	1102
2025 Q4	$270K	Hold	3,943	–	–	0.01%	1087
2025 Q3	$269K	Sell	3,943 -180	-4%	-$12.1K	0.01%	1063
2025 Q2	$262K	Sell	4,123 -877	-18%	-$52K	0.01%	1059
2025 Q1	$289K	Buy	5,000 +877	+21%	+$55.6K	0.01%	998
2024 Q4	$266K	Sell	4,123 -34	-0.8%	-$2.21K	0.01%	1043
2024 Q3	$263K	Hold	4,157	–	–	0.01%	1065
2024 Q2	$249K	Hold	4,157	–	–	0.01%	1049
2024 Q1	$268K	Hold	4,157	–	–	0.01%	998
2023 Q4	$245K	Hold	4,157	–	–	0.01%	1001
2023 Q3	$212K	Hold	4,157	–	–	0.01%	995
2023 Q2	$230K	Hold	4,157	–	–	0.01%	1053
2023 Q1	$216K	Sell	4,157 -213	-5%	-$11.2K	0.01%	1054
2022 Q4	$211K	Sell	4,370 -8,352	-66%	-$401K	0.01%	1049
2022 Q3	$547K	Sell	12,722 -6,546	-34%	-$315K	0.02%	619
2022 Q2	$861K	Buy	19,268 +26	+0.1%	+$1.3K	0.04%	460
2022 Q1	$1.05M	Sell	19,242 -3,986	-17%	-$227K	0.04%	416
2021 Q4	$1.44M	Buy	23,228 +1,958	+9%	+$121K	0.07%	281
2021 Q3	$1.26M	Buy	21,270 +1,790	+9%	+$109K	0.06%	327
2021 Q2	$1.18M	Buy	+19,480	New	+$1.17M	0.06%	343
2020 Q2	–	Sell	-10,100	Closed	-$271K	–	566
2020 Q1	$271K	Sell	10,100 -47,105	-82%	-$1.86M	0.03%	449
2019 Q4	$2.59M	Buy	57,205 +7,540	+15%	+$329K	0.23%	134
2019 Q3	$2.09M	Buy	49,665 +226	+0.5%	+$9.59K	0.21%	154
2019 Q2	$2.12M	Buy	49,439 +1,091	+2%	+$46.6K	0.22%	158
2019 Q1	$2.03M	Buy	48,348 +3,879	+9%	+$158K	0.22%	158
2018 Q4	$1.64M	Buy	44,469 +4,627	+12%	+$185K	0.21%	167
2018 Q3	$1.73M	Buy	39,842 +8,007	+25%	+$346K	0.2%	168
2018 Q2	$1.35M	Buy	31,835 +103	+0.3%	+$4.28K	0.18%	194
2018 Q1	$1.3M	Buy	31,732 +510	+2%	+$21.8K	0.19%	183
2017 Q4	$1.31M	Buy	31,222 +239	+0.8%	+$9.53K	0.19%	182
2017 Q3	$1.19M	Buy	30,983 +2,129	+7%	+$79.3K	0.19%	166
2017 Q2	$1.07M	Hold	28,854	–	–	0.2%	155
2017 Q1	$1.06M	Buy	28,854 +5,292	+22%	+$192K	0.23%	150
2016 Q4	$836K	Sell	23,562 -1,303	-5%	-$46.2K	0.21%	154
2016 Q3	$877K	Hold	24,865	–	–	0.24%	149
2016 Q2	$838K	Sell	24,865 -13,682	-35%	-$467K	0.25%	142
2016 Q1	$1.36M	Buy	+38,547	New	+$1.26M	0.46%	72

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

Snowden Capital Advisors's FXD Position: Q2 2026 in Review

Snowden Capital Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026, closing a stake of 3,943 shares — an estimated $252K sold.

Snowden Capital Advisors first reported a position in FXD in Q1 2016 and held it in 37 quarters. The position peaked at $2.59M in Q4 2019. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Snowden Capital Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Snowden Capital Advisors sold 3,943 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $252K.
Snowden Capital Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2016 and held it in 37 quarters.
Snowden Capital Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $2.59M in Q4 2019.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.