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Capital Advisors Ltd’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-257
Closed -$9K – 390
2017
Q1 		$9K Buy
+257
New +$9.3K ﹤0.01% 310

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Capital Advisors Ltd's FXD Position: Q2 2017 in Review

Capital Advisors Ltd sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2017, closing a stake of 257 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in FXD in Q1 2017 and held it in 1 quarter. The position peaked at $9K in Q1 2017. 98 funds tracked by Wall St. Rank hold FXD as of Q2 2017.

  • Capital Advisors Ltd reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Capital Advisors Ltd sold 257 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2017, an estimated $9K.
  • Capital Advisors Ltd first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $9K in Q1 2017.
  • 98 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2017.

Based on Capital Advisors Ltd's 13F filing for Q2 2017, filed 26 Jul 2017.