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

Apollon 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 Q3	–	Sell	-9,757	Closed	-$539K	–	937
2023 Q2	$539K	Buy	+9,757	New	+$506K	0.03%	573

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

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

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

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

RJA

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

Apollon Wealth Management's FXD Position: Q3 2023 in Review

Apollon Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2023, closing a stake of 9,757 shares — an estimated $539K sold.

Apollon Wealth Management first reported a position in FXD in Q2 2023 and held it in 1 quarter. The position peaked at $539K in Q2 2023. 142 funds tracked by Wall St. Rank hold FXD as of Q3 2023.

Apollon Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Apollon Wealth Management sold 9,757 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2023, an estimated $539K.
Apollon Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
Apollon Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $539K in Q2 2023.
142 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.