Keystone Financial Group (Kentucky)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Keystone Financial Group (Kentucky)’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	-5,443	Closed	-$315K	–	433
2025 Q1	$315K	Sell	5,443 -263	-5%	-$16.7K	0.03%	283
2024 Q4	$369K	Buy	5,706 +1,207	+27%	+$78.4K	0.04%	258
2024 Q3	$285K	Buy	+4,499	New	+$272K	0.04%	289

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

Keystone Financial Group (Kentucky)'s FXD Position: Q2 2025 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 5,443 shares — an estimated $315K sold.

Keystone Financial Group (Kentucky) first reported a position in FXD in Q3 2024 and held it in 3 quarters. The position peaked at $369K in Q4 2024. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Keystone Financial Group (Kentucky) reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,443 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $315K.
Keystone Financial Group (Kentucky) first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2024 and held it in 3 quarters.
Keystone Financial Group (Kentucky)'s First Trust Consumer Discretionary AlphaDEX Fund position peaked at $369K in Q4 2024.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2025, filed 13 Aug 2025.