Sound Income Strategies’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Sound Income Strategies’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	-1,699	Closed	-$110K	–	1195
2026 Q1	$110K	Hold	1,699	–	–	0.01%	568
2025 Q4	$121K	Buy	+1,699	New	+$114K	0.01%	534
2018 Q4	–	Sell	-15	Closed	-$1K	–	707
2018 Q3	$1K	Buy	+15	New	+$648	﹤0.01%	610

Other funds holding FXD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PPWM

Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sound Income Strategies's FXD Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2026, closing a stake of 1,699 shares — an estimated $110K sold.

Sound Income Strategies first reported a position in FXD in Q3 2018 and held it in 3 quarters. The position peaked at $121K in Q4 2025. 33 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,699 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $110K.
Sound Income Strategies first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 3 quarters.
Sound Income Strategies's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $121K in Q4 2025.
33 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.