Baldwin Wealth Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Baldwin Wealth Partners’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
2018 Q4	–	Sell	-690	Closed	-$30K	–	515
2018 Q3	$30K	Hold	690	–	–	﹤0.01%	363
2018 Q2	$29K	Hold	690	–	–	﹤0.01%	361
2018 Q1	$28K	Buy	+690	New	+$29.5K	﹤0.01%	353

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Baldwin Wealth Partners's FXD Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2018, closing a stake of 690 shares — an estimated $30K sold.

Baldwin Wealth Partners first reported a position in FXD in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 97 funds tracked by Wall St. Rank hold FXD as of Q4 2018.

Baldwin Wealth Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 690 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2018, an estimated $30K.
Baldwin Wealth Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Baldwin Wealth Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $30K in Q3 2018.
97 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.