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

Align 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
2022 Q4	$20.4K	Buy	+475	New	+$22.8K	0.02%	107

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

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

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

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

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

RJA

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Align Wealth Management's FXD Position: Q4 2022 in Review

Align Wealth Management opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2022: 475 shares worth $20.4K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings.

115 funds tracked by Wall St. Rank hold FXD as of Q4 2022.

Align Wealth Management held 475 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $20.4K as of Q4 2022.
First Trust Consumer Discretionary AlphaDEX Fund was a new Align Wealth Management position in Q4 2022.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #107 holding.
115 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.