Bessemer Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Bessemer Group’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 Q2	–	Sell	-102	Closed	-$6K	–	2486
2025 Q1	$6K	Buy	+102	New	+$6.47K	﹤0.01%	1951
2022 Q2	–	Sell	-491	Closed	-$27K	–	1926
2022 Q1	$27K	Buy	+491	New	+$27.9K	﹤0.01%	1193

Other funds holding FXD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Bessemer Group's FXD Position: Q2 2025 in Review

Bessemer Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 102 shares — an estimated $6K sold.

Bessemer Group first reported a position in FXD in Q1 2022 and held it in 2 quarters. The position peaked at $27K in Q1 2022. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Bessemer Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Bessemer Group sold 102 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $6K.
Bessemer Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
Bessemer Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $27K in Q1 2022.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.