CX Institutional’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

CX Institutional’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 Q2	$50K	Sell	716 -8,247	-92%	-$554K	﹤0.01%	983
2026 Q1	$574K	Buy	8,963 +7,586	+551%	+$519K	0.02%	434
2025 Q4	$94K	Sell	1,377 -2,166	-61%	-$145K	﹤0.01%	862
2025 Q3	$242K	Buy	3,543 +464	+15%	+$31.1K	0.01%	632
2025 Q2	$195K	Sell	3,079 -27,270	-90%	-$1.62M	0.01%	632
2025 Q1	$1.76M	Buy	+30,349	New	+$1.92M	0.07%	206
2024 Q3	–	Sell	-1,396	Closed	-$83.6K	–	566
2024 Q2	$83.6K	Buy	+1,396	New	+$84.3K	﹤0.01%	540
2023 Q1	–	Sell	-15,554	Closed	-$749K	–	511
2022 Q4	$749K	Buy	+15,554	New	+$746K	0.05%	314
2022 Q3	–	Sell	-1,937	Closed	-$87K	–	725
2022 Q2	$87K	Buy	+1,937	New	+$96.9K	0.01%	570
2021 Q4	–	Sell	-31	Closed	-$2K	–	559
2021 Q3	$2K	Sell	31 -177	-85%	-$10.8K	﹤0.01%	904
2021 Q2	$13K	Buy	+208	New	+$12.5K	﹤0.01%	801
2018 Q4	–	Sell	-1,559	Closed	-$68K	–	538
2018 Q3	$68K	Buy	+1,559	New	+$67.3K	0.02%	167

Other funds holding FXD

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return