WealthBridge Capital Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

WealthBridge Capital 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
2024 Q4	–	Sell	-3,383	Closed	-$214K	–	206
2024 Q3	$214K	Buy	+3,383	New	+$204K	0.06%	204
2023 Q3	–	Sell	-4,092	Closed	-$226K	–	182
2023 Q2	$226K	Buy	+4,092	New	+$212K	0.09%	164
2019 Q2	–	Sell	-1,827	Closed	-$81K	–	379
2019 Q1	$81K	Hold	1,827	–	–	0.05%	216
2018 Q4	$67K	Buy	+1,827	New	+$73.1K	0.05%	208

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

WealthBridge Capital Management's FXD Position: Q4 2024 in Review

WealthBridge Capital Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2024, closing a stake of 3,383 shares — an estimated $214K sold.

WealthBridge Capital Management first reported a position in FXD in Q4 2018 and held it in 4 quarters. The position peaked at $226K in Q2 2023. 145 funds tracked by Wall St. Rank hold FXD as of Q4 2024.

WealthBridge Capital Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
WealthBridge Capital Management sold 3,383 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2024, an estimated $214K.
WealthBridge Capital Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
WealthBridge Capital Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $226K in Q2 2023.
145 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2024.

Based on WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.