Cyndeo Wealth Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Cyndeo Wealth Partners’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	-29,711	Closed	-$1.72M	–	477
2025 Q1	$1.72M	Buy	29,711 +909	+3%	+$57.6K	0.11%	177
2024 Q4	$1.86M	Sell	28,802 -4,609	-14%	-$299K	0.13%	170
2024 Q3	$2.11M	Sell	33,411 -1	-0%	-$60	0.15%	160
2024 Q2	$2M	Sell	33,412 -7,136	-18%	-$431K	0.16%	159
2024 Q1	$2.62M	Sell	40,548 -11,584	-22%	-$694K	0.22%	130
2023 Q4	$3.07M	Sell	52,132 -70,157	-57%	-$3.68M	0.28%	104
2023 Q3	$6.24M	Sell	122,289 -2,264	-2%	-$124K	0.65%	44
2023 Q2	$6.88M	Buy	+124,553	New	+$6.46M	0.72%	42

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

Cyndeo Wealth Partners's FXD Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 29,711 shares — an estimated $1.72M sold.

Cyndeo Wealth Partners first reported a position in FXD in Q2 2023 and held it in 8 quarters. The position peaked at $6.88M in Q2 2023. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Cyndeo Wealth Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 29,711 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $1.72M.
Cyndeo Wealth Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2023 and held it in 8 quarters.
Cyndeo Wealth Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6.88M in Q2 2023.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.