JO
FXD icon

John Overdeck’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

John Overdeck’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
2026
Q1 		– Sell
-12,900
Closed -$882K – 4706
2025
Q4 		$882K Buy
12,900
+9,600
+291% +$644K ﹤0.01% 3008
2025
Q3 		$225K Buy
+3,300
New +$221K ﹤0.01% 3338

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's FXD Position: Q1 2026 in Review

John Overdeck sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 12,900 shares — an estimated $882K sold.

John Overdeck first reported a position in FXD in Q3 2025 and held it in 2 quarters. The position peaked at $882K in Q4 2025. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

  • John Overdeck reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 12,900 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $882K.
  • John Overdeck first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • John Overdeck's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $882K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.