Israel Englander’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Israel Englander’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	-353,201	Closed	-$20.4M	–	6018
2025 Q1	$20.4M	Buy	+353,201	New	+$22.4M	0.01%	1485
2021 Q1	–	Sell	-9,455	Closed	-$481K	–	6122
2020 Q4	$481K	Sell	9,455 -1,281	-12%	-$60.1K	﹤0.01%	4228
2020 Q3	$457	Buy	+10,736	New	+$443K	﹤0.01%	3624
2016 Q4	–	Sell	-7,800	Closed	-$275K	–	3464
2016 Q3	$275K	Buy	+7,800	New	+$277K	﹤0.01%	2853

Other funds holding FXD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Israel Englander's FXD Position: Q2 2025 in Review

Israel Englander sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 353,201 shares — an estimated $20.4M sold.

Israel Englander first reported a position in FXD in Q3 2016 and held it in 4 quarters. The position peaked at $20.4M in Q1 2025. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Israel Englander reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Israel Englander sold 353,201 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $20.4M.
Israel Englander first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2016 and held it in 4 quarters.
Israel Englander's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $20.4M in Q1 2025.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.