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HA
HFG Advisors’s
First Trust Consumer Discretionary AlphaDEX Fund
FXD
Stock Holding History
HFG Advisors’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
-15,156
Closed
-$980K
–
96
2024
Q4
$980K
Buy
15,156
+593
+4%
+$38.5K
0.86%
36
2024
Q3
$922K
Sell
14,563
-57
-0.4%
-$3.44K
0.82%
36
2024
Q2
$876K
Sell
14,620
-429
-3%
-$25.9K
0.82%
35
2024
Q1
$971K
Buy
15,049
+41
+0.3%
+$2.46K
0.86%
33
2023
Q4
$885K
Buy
15,008
+3,425
+30%
+$180K
0.85%
32
2023
Q3
$591K
Buy
11,583
+221
+2%
+$12.1K
0.65%
39
2023
Q2
$627K
Buy
11,362
+1,946
+21%
+$101K
0.66%
42
2023
Q1
$489K
Buy
+9,416
New
+$494K
0.56%
44
2022
Q2
–
Sell
-18,034
Closed
-$982K
–
87
2022
Q1
$982K
Sell
18,034
-1,331
-7%
-$75.7K
1.12%
26
2021
Q4
$1.2M
Buy
+19,365
New
+$1.2M
1.35%
24
Other funds holding FXD
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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