CCMI
FXD icon

Creative Capital Management Investments’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Creative Capital Management Investments’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
-400
Closed -$25.4K – 292
2025
Q2 		$25.4K Buy
+400
New +$23.7K 0.01% 157

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Capital Management Investments's FXD Position: Q3 2025 in Review

Creative Capital Management Investments sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2025, closing a stake of 400 shares — an estimated $25.4K sold.

Creative Capital Management Investments first reported a position in FXD in Q2 2025 and held it in 1 quarter. The position peaked at $25.4K in Q2 2025. 117 funds tracked by Wall St. Rank hold FXD as of Q3 2025.

  • Creative Capital Management Investments reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 400 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2025, an estimated $25.4K.
  • Creative Capital Management Investments first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $25.4K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.