Ancora Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Ancora Advisors’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
2021 Q2	–	Sell	-5	Closed	–	–	1958
2021 Q1	$0	Buy	+5	New	+$281	﹤0.01%	1767
2018 Q4	–	Sell	-125	Closed	-$5K	–	835
2018 Q3	$5K	Buy	+125	New	+$5.4K	﹤0.01%	1247

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ancora Advisors's FXD Position: Q2 2021 in Review

Ancora Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2021, closing a stake of 5 shares.

Ancora Advisors first reported a position in FXD in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 149 funds tracked by Wall St. Rank hold FXD as of Q2 2021.

Ancora Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Ancora Advisors sold 5 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2021.
Ancora Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 2 quarters.
Ancora Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $5K in Q3 2018.
149 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2021.

Based on Ancora Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.