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FXD icon

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

Cedar Capital’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
-6,292
Closed -$274K – 158
2018
Q3 		$274K Buy
+6,292
New +$272K 0.11% 151
2018
Q2 		– Sell
-5,245
Closed -$215K – 153
2018
Q1 		$215K Buy
+5,245
New +$224K 0.1% 149
2017
Q3 		– Sell
-7,171
Closed -$265K – 115
2017
Q2 		$265K Sell
7,171
-592
-8% -$21.7K 0.12% 84
2017
Q1 		$286K Sell
7,763
-14
-0.2% -$507 0.12% 64
2016
Q4 		$276K Sell
7,777
-2,556
-25% -$90.7K 0.11% 70
2016
Q3 		$364K Sell
10,333
-10,406
-50% -$369K 0.13% 61
2016
Q2 		$700K Buy
+20,739
New +$707K 0.23% 43

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Bank of America
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CS
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RJA
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RJFSA
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WP
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Janney Montgomery Scott
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return