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

BDO 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
2018
Q1 		– Sell
-93
Closed -$4K – 586
2017
Q4 		$4K Hold
93
– – ﹤0.01% 385
2017
Q3 		$4K Sell
93
-58
-38% -$2.16K ﹤0.01% 353
2017
Q2 		$6K Buy
+151
New +$5.54K ﹤0.01% 414

Other funds holding FXD

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

BDO Wealth Advisors's FXD Position: Q1 2018 in Review

BDO Wealth Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2018, closing a stake of 93 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in FXD in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 105 funds tracked by Wall St. Rank hold FXD as of Q1 2018.

  • BDO Wealth Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 93 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2018, an estimated $4K.
  • BDO Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6K in Q2 2017.
  • 105 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.