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

Advocacy Wealth Management Services’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
2017 Q1	–	Sell	-3	Closed	–	–	315
2016 Q4	$0	Buy	+3	New	+$106	﹤0.01%	333
2013 Q3	$3K	Hold	87	–	–	0.01%	265
2013 Q2	$2K	Buy	+87	New	+$2.32K	0.01%	231

Other funds holding FXD

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Advocacy Wealth Management Services's FXD Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2017, closing a stake of 3 shares.

Advocacy Wealth Management Services first reported a position in FXD in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2013. 99 funds tracked by Wall St. Rank hold FXD as of Q1 2017.

Advocacy Wealth Management Services reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 3 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2017.
Advocacy Wealth Management Services first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and held it in 3 quarters.
Advocacy Wealth Management Services's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $3K in Q3 2013.
99 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.