Natural Investments’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Natural Investments’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	-2,054	Closed	-$310K	–	283
2025 Q3	$310K	Buy	+2,054	New	+$138K	0.08%	190

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Natural Investments's FXD Position: Q4 2025 in Review

Natural Investments sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2025, closing a stake of 2,054 shares — an estimated $310K sold.

Natural Investments first reported a position in FXD in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 116 funds tracked by Wall St. Rank hold FXD as of Q4 2025.

Natural Investments reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Natural Investments sold 2,054 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2025, an estimated $310K.
Natural Investments first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
Natural Investments's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $310K in Q3 2025.
116 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.