IP
FXD icon

Ignite Planners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Ignite Planners’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
-4,228
Closed -$273K – 332
2024
Q4 		$273K Buy
4,228
+6
+0.1% +$390 0.06% 250
2024
Q3 		$267K Buy
4,222
+5
+0.1% +$302 0.06% 252
2024
Q2 		$248K Sell
4,217
-836
-17% -$50.5K 0.06% 242
2024
Q1 		$324K Sell
5,053
-1,305
-21% -$78.2K 0.09% 204
2023
Q4 		$371K Sell
6,358
-272
-4% -$14.3K 0.11% 180
2023
Q3 		$325K Sell
6,630
-1,654
-20% -$90.2K 0.1% 218
2023
Q2 		$456K Sell
8,284
-1,374
-14% -$71.3K 0.18% 129
2023
Q1 		$495K Buy
9,658
+10
+0.1% +$525 0.2% 126
2022
Q4 		$520K Buy
+9,648
New +$463K 0.22% 119

Other funds holding FXD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return