Leelyn Smith’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Leelyn Smith’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	-6,936	Closed	-$402K	–	135
2025 Q1	$402K	Buy	6,936 +802	+13%	+$50.8K	0.07%	110
2024 Q4	$396K	Sell	6,134 -1,285	-17%	-$83.4K	0.07%	110
2024 Q3	$470K	Buy	+7,419	New	+$448K	0.08%	104
2023 Q4	–	Sell	-10,127	Closed	-$517K	–	123
2023 Q3	$517K	Sell	10,127 -500	-5%	-$27.3K	0.13%	98
2023 Q2	$587K	Buy	10,627 +631	+6%	+$32.7K	0.14%	93
2023 Q1	$519K	Buy	+9,996	New	+$524K	0.13%	92
2021 Q4	–	Sell	-7,368	Closed	-$436K	–	395
2021 Q3	$436K	Buy	+7,368	New	+$450K	0.13%	91

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leelyn Smith's FXD Position: Q2 2025 in Review

Leelyn Smith sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 6,936 shares — an estimated $402K sold.

Leelyn Smith first reported a position in FXD in Q3 2021 and held it in 7 quarters. The position peaked at $587K in Q2 2023. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

Leelyn Smith reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Leelyn Smith sold 6,936 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $402K.
Leelyn Smith first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2021 and held it in 7 quarters.
Leelyn Smith's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $587K in Q2 2023.
124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on Leelyn Smith's 13F filing for Q2 2025, filed 31 Jul 2025.