Acima Private Wealth’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Acima Private Wealth’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	–	Sell	-75	Closed	-$4.76K	–	186
2025 Q2	$4.76K	Hold	75	–	–	﹤0.01%	174
2025 Q1	$4.34K	Hold	75	–	–	﹤0.01%	174
2024 Q4	$4.85K	Hold	75	–	–	﹤0.01%	177
2024 Q3	$4.75K	Hold	75	–	–	﹤0.01%	178
2024 Q2	$4.49K	Hold	75	–	–	﹤0.01%	176
2024 Q1	$4.84K	Hold	75	–	–	﹤0.01%	186
2023 Q4	$4.42K	Sell	75 -225	-75%	-$11.8K	﹤0.01%	226
2023 Q3	$15.3K	Hold	300	–	–	0.01%	192
2023 Q2	$16.6K	Hold	300	–	–	0.01%	196
2023 Q1	$15.6K	Hold	300	–	–	0.01%	200
2022 Q4	$14.5K	Hold	300	–	–	0.01%	189
2022 Q3	$12.9K	Hold	300	–	–	0.01%	198
2022 Q2	$13.4K	Hold	300	–	–	0.01%	201
2022 Q1	$16K	Hold	300	–	–	0.01%	204
2021 Q4	$19K	Hold	300	–	–	0.01%	199
2021 Q3	$18K	Hold	300	–	–	0.01%	190
2021 Q2	$18K	Hold	300	–	–	0.01%	189
2021 Q1	$17K	Hold	300	–	–	0.01%	190
2020 Q4	$15K	Buy	+300	New	+$14.1K	0.01%	193

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

Acima Private Wealth's FXD Position: Q3 2025 in Review

Acima Private Wealth sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2025, closing a stake of 75 shares — an estimated $4.76K sold.

Acima Private Wealth first reported a position in FXD in Q4 2020 and held it in 19 quarters. The position peaked at $19K in Q4 2021. 117 funds tracked by Wall St. Rank hold FXD as of Q3 2025.

Acima Private Wealth reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Acima Private Wealth sold 75 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2025, an estimated $4.76K.
Acima Private Wealth first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and held it in 19 quarters.
Acima Private Wealth's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $19K in Q4 2021.
117 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.