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Proactive Wealth Strategies’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Proactive Wealth Strategies’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
Q1 		– Sell
-24,195
Closed -$1.56M – 132
2024
Q4 		$1.56M Buy
24,195
+166
+0.7% +$10.8K 0.81% 39
2024
Q3 		$1.52M Buy
+24,029
New +$1.45M 0.84% 39

Other funds holding FXD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Proactive Wealth Strategies's FXD Position: Q1 2025 in Review

Proactive Wealth Strategies sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2025, closing a stake of 24,195 shares — an estimated $1.56M sold.

Proactive Wealth Strategies first reported a position in FXD in Q3 2024 and held it in 2 quarters. The position peaked at $1.56M in Q4 2024. 125 funds tracked by Wall St. Rank hold FXD as of Q1 2025.

  • Proactive Wealth Strategies reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 24,195 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2025, an estimated $1.56M.
  • Proactive Wealth Strategies first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Proactive Wealth Strategies's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.56M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2025.

Based on Proactive Wealth Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.