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

Synovus 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
2025 Q3	$268K	Hold	3,925	–	–	﹤0.01%	827
2025 Q2	$249K	Hold	3,925	–	–	﹤0.01%	829
2025 Q1	$227K	Hold	3,925	–	–	﹤0.01%	829
2024 Q4	$254K	Buy	3,925 +146	+4%	+$9.48K	﹤0.01%	797
2024 Q3	$239K	Hold	3,779	–	–	﹤0.01%	839
2024 Q2	$226K	Sell	3,779 -416	-10%	-$25.1K	﹤0.01%	794
2024 Q1	$271K	Hold	4,195	–	–	﹤0.01%	759
2023 Q4	$247K	Hold	4,195	–	–	﹤0.01%	758
2023 Q3	$214K	Sell	4,195 -175	-4%	-$9.55K	﹤0.01%	787
2023 Q2	$241K	Hold	4,370	–	–	﹤0.01%	773
2023 Q1	$227K	Hold	4,370	–	–	﹤0.01%	770
2022 Q4	$211K	Buy	+4,370	New	+$210K	﹤0.01%	806
2022 Q3	–	Sell	-4,490	Closed	-$201K	–	862
2022 Q2	$201K	Buy	4,490 +8	+0.2%	+$400	﹤0.01%	806
2022 Q1	$244K	Hold	4,482	–	–	﹤0.01%	776
2021 Q4	$277K	Sell	4,482 -174	-4%	-$10.8K	﹤0.01%	766
2021 Q3	$274K	Sell	4,656 -121	-3%	-$7.39K	﹤0.01%	741
2021 Q2	$291K	Buy	+4,777	New	+$287K	﹤0.01%	726
2021 Q1	–	Sell	-4,777	Closed	-$242K	–	759
2020 Q4	$242K	Sell	4,777 -125	-3%	-$5.86K	﹤0.01%	695
2020 Q3	$208K	Buy	4,902 +3,193	+187%	+$132K	﹤0.01%	673
2020 Q2	$64K	Sell	1,709 -3,127	-65%	-$105K	﹤0.01%	857
2020 Q1	$130K	Buy	+4,836	New	+$191K	﹤0.01%	858

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Synovus Financial's FXD Position: Q3 2025 in Review

Synovus Financial held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q3 2025 at 3,925 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Synovus Financial first reported a position in FXD in Q1 2020 and has held it in 21 quarters since. The position peaked at $291K in Q2 2021. 117 funds tracked by Wall St. Rank hold FXD as of Q3 2025.

Synovus Financial held 3,925 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $268K as of Q3 2025.
Synovus Financial left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q3 2025.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #827 holding.
Synovus Financial first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2020 and has held it in 21 quarters since.
Synovus Financial's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $291K in Q2 2021.
117 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.