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

Advisornet 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
Q4 		– Sell
-15
Closed -$1.03K – 2289
2025
Q3 		$1.03K Hold
15
– – ﹤0.01% 1959
2025
Q2 		$955 Buy
+15
New +$889 ﹤0.01% 1949

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisornet Financial's FXD Position: Q4 2025 in Review

Advisornet Financial sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2025, closing a stake of 15 shares — an estimated $1.03K sold.

Advisornet Financial first reported a position in FXD in Q2 2025 and held it in 2 quarters. The position peaked at $1.03K in Q3 2025. 116 funds tracked by Wall St. Rank hold FXD as of Q4 2025.

  • Advisornet Financial reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 15 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2025, an estimated $1.03K.
  • Advisornet Financial first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Advisornet Financial's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.03K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.