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 $1.28T AUM 58.89% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HFG Advisors's FXD Position: Q1 2025 in Review

HFG Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2025, closing a stake of 15,156 shares — an estimated $980K sold.

HFG Advisors first reported a position in FXD in Q4 2021 and held it in 10 quarters. The position peaked at $1.2M in Q4 2021. 125 funds tracked by Wall St. Rank hold FXD as of Q1 2025.

HFG Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
HFG Advisors sold 15,156 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2025, an estimated $980K.
HFG Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
HFG Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.2M in Q4 2021.
125 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2025.

Based on HFG Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.