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Jones Financial Companies’s
First Trust Consumer Discretionary AlphaDEX Fund
FXD
Stock Holding History
Jones Financial Companies’s Portfolio
FXD Stock Details
FXD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$386K
Buy
6,169
+380
+7%
+$26K
﹤0.01%
2154
2025
Q4
$396K
Buy
5,789
+509
+10%
+$34.1K
﹤0.01%
1617
2025
Q3
$362K
Buy
5,280
+1,869
+55%
+$125K
﹤0.01%
1536
2025
Q2
$216K
Buy
3,411
+969
+40%
+$57.4K
﹤0.01%
1633
2025
Q1
$140K
Buy
2,442
+1,601
+190%
+$101K
﹤0.01%
1631
2024
Q4
$54.4K
Buy
841
+276
+49%
+$17.9K
﹤0.01%
1845
2024
Q3
$36K
Buy
+565
New
+$34.1K
﹤0.01%
1762
Other funds holding FXD
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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