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Kiker Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Kiker Wealth Management’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
Q4 		– Sell
-15
Closed -$1.02K – 69
2025
Q3 		$1.02K Hold
15
– – ﹤0.01% 209
2025
Q2 		$952 Sell
15
-51
-77% -$3.02K ﹤0.01% 531
2025
Q1 		$3.82K Hold
66
– – ﹤0.01% 488
2024
Q4 		$4.27K Buy
+66
New +$4.29K ﹤0.01% 140

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiker Wealth Management's FXD Position: Q4 2025 in Review

Kiker Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2025, closing a stake of 15 shares — an estimated $1.02K sold.

Kiker Wealth Management first reported a position in FXD in Q4 2024 and held it in 4 quarters. The position peaked at $4.27K in Q4 2024. 116 funds tracked by Wall St. Rank hold FXD as of Q4 2025.

  • Kiker Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 15 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2025, an estimated $1.02K.
  • Kiker Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2024 and held it in 4 quarters.
  • Kiker Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4.27K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.