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B. Riley Wealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

B. Riley Wealth 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
2024
Q1 		– Sell
-3,418
Closed -$202K – 1473
2023
Q4 		$202K Buy
+3,418
New +$180K 0.01% 1257
2022
Q3 		– Sell
-4,521
Closed -$203K – 1479
2022
Q2 		$203K Sell
4,521
-368
-8% -$18.4K 0.01% 1036
2022
Q1 		$267K Sell
4,889
-74
-1% -$4.21K 0.01% 1068
2021
Q4 		$308K Buy
4,963
+207
+4% +$12.8K 0.01% 1060
2021
Q3 		$282K Buy
4,756
+452
+11% +$27.6K 0.01% 1072
2021
Q2 		$262K Buy
+4,304
New +$259K 0.01% 1093
2021
Q1 		– Sell
-10,416
Closed -$530K – 1376
2020
Q4 		$530K Sell
10,416
-175
-2% -$8.21K 0.03% 523
2020
Q3 		$451K Buy
+10,591
New +$437K 0.02% 570
2019
Q4 		– Sell
-5,516
Closed -$232K – 867
2019
Q3 		$232K Buy
5,516
+51
+0.9% +$2.16K 0.02% 684
2019
Q2 		$234K Sell
5,465
-447
-8% -$19.1K 0.03% 659
2019
Q1 		$249K Buy
5,912
+290
+5% +$11.8K 0.03% 572
2018
Q4 		$208K Buy
5,622
+73
+1% +$2.92K 0.03% 571
2018
Q3 		$242K Buy
5,549
+412
+8% +$17.8K 0.03% 575
2018
Q2 		$219K Buy
+5,137
New +$213K 0.03% 582
2016
Q1 		– Sell
-11,245
Closed -$385K – 573
2015
Q4 		$385K Buy
+11,245
New +$394K 0.08% 298
2015
Q1 		– Sell
-2,401
Closed -$86K – 1089
2014
Q4 		$86K Buy
+2,401
New +$81K ﹤0.01% 1811
2014
Q3 		– Sell
-537
Closed -$17.9K – 1108
2014
Q2 		$17.9K Buy
+537
New +$17.1K ﹤0.01% 1518
2013
Q3 		– Sell
-8,999
Closed -$244K – 693
2013
Q2 		$244K Buy
+8,999
New +$240K 0.08% 276

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

B. Riley Wealth Advisors's FXD Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2024, closing a stake of 3,418 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in FXD in Q2 2013 and held it in 18 quarters. The position peaked at $530K in Q4 2020. 139 funds tracked by Wall St. Rank hold FXD as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,418 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2024, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $530K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.