WIA
FXD icon

World Investment Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

World Investment Advisors’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
Q2 		– Sell
-38,054
Closed -$2.2M – 1162
2025
Q1 		$2.2M Sell
38,054
-25,921
-41% -$1.64M 0.06% 333
2024
Q4 		$4.13M Buy
63,975
+15,636
+32% +$1.02M 0.11% 203
2024
Q3 		$3.06M Buy
+48,339
New +$2.92M 0.1% 231

Other funds holding FXD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

World Investment Advisors's FXD Position: Q2 2025 in Review

World Investment Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2025, closing a stake of 38,054 shares — an estimated $2.2M sold.

World Investment Advisors first reported a position in FXD in Q3 2024 and held it in 3 quarters. The position peaked at $4.13M in Q4 2024. 124 funds tracked by Wall St. Rank hold FXD as of Q2 2025.

  • World Investment Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 38,054 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2025, an estimated $2.2M.
  • World Investment Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2024 and held it in 3 quarters.
  • World Investment Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4.13M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.