Westside Investment Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Westside Investment 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	-41	Closed	-$2.6K	–	997
2024 Q3	$2.6K	Sell	41 -20	-33%	-$1.21K	﹤0.01%	872
2024 Q2	$3.65K	Hold	61	–	–	﹤0.01%	807
2024 Q1	$3.94K	Hold	61	–	–	﹤0.01%	758
2023 Q4	$3.6K	Hold	61	–	–	﹤0.01%	735
2023 Q3	$3.11K	Hold	61	–	–	﹤0.01%	747
2023 Q2	$3.37K	Hold	61	–	–	﹤0.01%	740
2023 Q1	$3.17K	Sell	61 -70	-53%	-$3.67K	﹤0.01%	742
2022 Q4	$6	Sell	131 -51	-28%	-$2.45K	﹤0.01%	676
2022 Q3	$7	Hold	182	–	–	﹤0.01%	646
2022 Q2	$8	Hold	182	–	–	﹤0.01%	629
2022 Q1	$9	Hold	182	–	–	﹤0.01%	620
2021 Q4	$11	Hold	182	–	–	﹤0.01%	577
2021 Q3	$10	Hold	182	–	–	﹤0.01%	579
2021 Q2	$11	Hold	182	–	–	﹤0.01%	558
2021 Q1	$10	Hold	182	–	–	﹤0.01%	553
2020 Q4	$9	Hold	182	–	–	﹤0.01%	504
2020 Q3	$7	Hold	182	–	–	﹤0.01%	518
2020 Q2	$6	Hold	182	–	–	﹤0.01%	516
2020 Q1	$4	Buy	+182	New	+$7.2K	﹤0.01%	548
2019 Q2	$10K	Buy	+242	New	+$10.3K	﹤0.01%	467
2018 Q4	$8.92K	Hold	242	–	–	﹤0.01%	492
2018 Q3	$10.5K	Hold	242	–	–	﹤0.01%	489
2018 Q2	$10.2K	Hold	242	–	–	﹤0.01%	560
2018 Q1	$9.69K	Hold	242	–	–	0.01%	553
2017 Q4	$10.4K	Hold	242	–	–	0.01%	555
2017 Q3	$9.32K	Hold	242	–	–	0.01%	562
2017 Q2	$8.87K	Hold	242	–	–	0.01%	561
2017 Q1	$8.7K	Buy	+242	New	+$8.76K	﹤0.01%	541

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

Westside Investment Management's FXD Position: Q4 2024 in Review

Westside Investment Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2024, closing a stake of 41 shares — an estimated $2.6K sold.

Westside Investment Management first reported a position in FXD in Q1 2017 and held it in 28 quarters. The position peaked at $10.5K in Q3 2018. 145 funds tracked by Wall St. Rank hold FXD as of Q4 2024.

Westside Investment Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Westside Investment Management sold 41 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2024, an estimated $2.6K.
Westside Investment Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2017 and held it in 28 quarters.
Westside Investment Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $10.5K in Q3 2018.
145 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.