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

Arden Trust’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
2019 Q2	–	Sell	-5,210	Closed	-$219K	–	361
2019 Q1	$219K	Buy	+5,210	New	+$212K	0.04%	349

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Arden Trust's FXD Position: Q2 2019 in Review

Arden Trust sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2019, closing a stake of 5,210 shares — an estimated $219K sold.

Arden Trust first reported a position in FXD in Q1 2019 and held it in 1 quarter. The position peaked at $219K in Q1 2019. 102 funds tracked by Wall St. Rank hold FXD as of Q2 2019.

Arden Trust reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Arden Trust sold 5,210 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2019, an estimated $219K.
Arden Trust first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
Arden Trust's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $219K in Q1 2019.
102 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2019.

Based on Arden Trust's 13F filing for Q2 2019, filed 23 Jul 2019.