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

Summit Financial’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	$853K	Buy	12,332 +613	+5%	+$41.2K	0.01%	892
2026 Q1	$750K	Sell	11,719 -520	-4%	-$35.6K	0.01%	872
2025 Q4	$837K	Sell	12,239 -1,003	-8%	-$67.3K	0.01%	725
2025 Q3	$903K	Buy	+13,242	New	+$888K	0.01%	684

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

Summit Financial's FXD Position: Q2 2026 in Review

Summit Financial increased its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 5.2% in Q2 2026, buying an estimated $41.2K and bringing the position to 12,332 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #892.

Summit Financial first reported a position in FXD in Q3 2025 and has held it in 4 quarters since. The position peaked at $903K in Q3 2025. 109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Summit Financial held 12,332 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $853K as of Q2 2026.
Summit Financial bought 613 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $41.2K.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #892 holding.
Summit Financial first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
Summit Financial's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $903K in Q3 2025.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.