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

Gateway 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
Q1 		– Sell
-3,139
Closed -$203K – 318
2024
Q4 		$203K Buy
+3,139
New +$204K 0.05% 283

Other funds holding FXD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gateway Wealth Partners's FXD Position: Q1 2025 in Review

Gateway Wealth Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2025, closing a stake of 3,139 shares — an estimated $203K sold.

Gateway Wealth Partners first reported a position in FXD in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 125 funds tracked by Wall St. Rank hold FXD as of Q1 2025.

  • Gateway Wealth Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,139 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2025, an estimated $203K.
  • Gateway Wealth Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Gateway Wealth Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $203K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2025.

Based on Gateway Wealth Partners's 13F filing for Q1 2025, filed 1 May 2025.