Jeff Yass’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Jeff Yass’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
2013 Q3	–	Sell	-7,600	Closed	-$206K	–	8514
2013 Q2	$206K	Buy	+7,600	New	+$203K	﹤0.01%	7387

Other funds holding FXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

EAN

Excelsior Advisor Network Denver, Colorado $759M AUM

Jeff Yass's FXD Position: Q2 2026 in Review

Jeff Yass increased its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 8% in Q2 2026, buying an estimated $164K and bringing the position to 33,215 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #6164.

Jeff Yass first reported a position in FXD in Q2 2013 and has held it in 47 quarters since. The position peaked at $128M in Q1 2025. 109 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

Jeff Yass held 33,215 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $2.3M as of Q2 2026.
Jeff Yass bought 2,447 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $164K.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6164 holding.
Jeff Yass first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and has held it in 47 quarters since.
Jeff Yass's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $128M in Q1 2025.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.