BOLTON SECURITIES CORPORATION’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

BOLTON SECURITIES CORPORATION’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	$848K	Buy	+13,239	New	+$906K	0.04%	404
2025 Q3	$903K	Buy	+13,239	New	+$887K	0.04%	382
2025 Q1	$766K	Buy	+13,239	New	+$839K	0.05%	387

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 $468B AUM 17.69% 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 $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FXD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026: 13,239 shares worth $848K. The stake represents 0.04% of the portfolio and ranks #404 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FXD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FXD in Q1 2025 and has held it in 3 quarters since. The position peaked at $903K in Q3 2025. 116 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

BOLTON SECURITIES CORPORATION held 13,239 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $848K as of Q1 2026.
First Trust Consumer Discretionary AlphaDEX Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #404 holding.
BOLTON SECURITIES CORPORATION first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $903K in Q3 2025.
116 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.