Nilsine Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Nilsine Partners’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
2026 Q1	–	Sell	-9,464	Closed	-$647K	–	442
2025 Q4	$647K	Sell	9,464 -206	-2%	-$13.8K	0.06%	245
2025 Q3	$660K	Sell	9,670 -17,687	-65%	-$1.19M	0.06%	251
2025 Q2	$1.74M	Buy	27,357 +130	+0.5%	+$7.7K	0.18%	131
2025 Q1	$1.58M	Sell	27,227 -241,348	-90%	-$15.3M	0.17%	127
2024 Q4	$17.4M	Buy	268,575 +20,672	+8%	+$1.34M	1.86%	9
2024 Q3	$15.7M	Buy	247,903 +4,017	+2%	+$242K	2.03%	8
2024 Q2	$14.6M	Buy	243,886 +5,651	+2%	+$341K	1.96%	10
2024 Q1	$15.4M	Buy	238,235 +110,840	+87%	+$6.64M	2.1%	6
2023 Q4	$7.51M	Sell	127,395 -17,301	-12%	-$909K	1.15%	16
2023 Q3	$7.38M	Buy	144,696 +84,068	+139%	+$4.59M	1.12%	17
2023 Q2	$3.35M	Buy	60,628 +18,045	+42%	+$936K	0.49%	62
2023 Q1	$2.21M	Buy	+42,583	New	+$2.23M	0.35%	79

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

Nilsine Partners's FXD Position: Q1 2026 in Review

Nilsine Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 9,464 shares — an estimated $647K sold.

Nilsine Partners first reported a position in FXD in Q1 2023 and held it in 12 quarters. The position peaked at $17.4M in Q4 2024. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

Nilsine Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Nilsine Partners sold 9,464 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $647K.
Nilsine Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2023 and held it in 12 quarters.
Nilsine Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $17.4M in Q4 2024.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.