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Bellwether Investment Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-352
Closed -$12K – 838
2016
Q4 		$12K Buy
+352
New +$12.5K 0.01% 588
2016
Q2 		$407K Buy
+12,057
New +$411K 0.45% 63

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
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellwether Investment Group's FXD Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2017, closing a stake of 352 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in FXD in Q2 2016 and held it in 2 quarters. The position peaked at $407K in Q2 2016. 99 funds tracked by Wall St. Rank hold FXD as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 352 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $407K in Q2 2016.
  • 99 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.