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

Accel 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
2023 Q2	–	Sell	-406	Closed	-$21.1K	–	423
2023 Q1	$21.1K	Buy	406 +1	+0.2%	+$52	0.01%	698
2022 Q4	$19.5K	Buy	405 +1	+0.2%	+$48	0.01%	557
2022 Q3	$19K	Buy	404 +1	+0.2%	+$48	0.01%	569
2022 Q2	$19K	Buy	403 +1	+0.2%	+$50	0.01%	557
2022 Q1	$22K	Buy	402 +201	+100%	+$11.4K	0.01%	533
2021 Q4	$12K	Hold	201	–	–	0.01%	675
2021 Q3	$12K	Buy	201 +1	+0.5%	+$61	0.01%	600
2021 Q2	$12K	Hold	200	–	–	0.01%	656
2021 Q1	$12K	Buy	+200	New	+$11.2K	0.01%	618

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Accel Wealth Management's FXD Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2023, closing a stake of 406 shares — an estimated $21.1K sold.

Accel Wealth Management first reported a position in FXD in Q1 2021 and held it in 9 quarters. The position peaked at $22K in Q1 2022. 145 funds tracked by Wall St. Rank hold FXD as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 406 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2023, an estimated $21.1K.
Accel Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $22K in Q1 2022.
145 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.