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 $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return