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Able Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Able Wealth 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
Q1 		– Sell
-110
Closed -$6.5K – 267
2023
Q4 		$6.5K Buy
+110
New +$5.78K 0.01% 318

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Able Wealth Management's FXD Position: Q1 2024 in Review

Able Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2024, closing a stake of 110 shares — an estimated $6.5K sold.

Able Wealth Management first reported a position in FXD in Q4 2023 and held it in 1 quarter. The position peaked at $6.5K in Q4 2023. 139 funds tracked by Wall St. Rank hold FXD as of Q1 2024.

  • Able Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 110 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2024, an estimated $6.5K.
  • Able Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6.5K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.