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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return