Trask Adam Roland’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Trask Adam Roland’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 Q1	$16.2K	Buy	+175	New	+$12K	0.02%	155

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trask Adam Roland's FXD Position: Q1 2026 in Review

Trask Adam Roland opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026: 175 shares worth $16.2K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

Trask Adam Roland held 175 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $16.2K as of Q1 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new Trask Adam Roland position in Q1 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #155 holding.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.