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

Clearview 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
2023 Q3	–	Sell	-83	Closed	-$4.56K	–	310
2023 Q2	$4.56K	Buy	83 +1	+1%	+$52	﹤0.01%	442
2023 Q1	$4.29K	Hold	82	–	–	﹤0.01%	446
2022 Q4	$3.96K	Hold	82	–	–	﹤0.01%	416
2022 Q3	$4K	Buy	82 +1	+1%	+$48	﹤0.01%	428
2022 Q2	$4K	Hold	81	–	–	﹤0.01%	445
2022 Q1	$4K	Hold	81	–	–	﹤0.01%	468
2021 Q4	$5K	Hold	81	–	–	﹤0.01%	488
2021 Q3	$5K	Hold	81	–	–	﹤0.01%	500
2021 Q2	$5K	Buy	+81	New	+$4.87K	﹤0.01%	506

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's FXD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2023, closing a stake of 83 shares — an estimated $4.56K sold.

Clearview Wealth Advisors first reported a position in FXD in Q2 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 142 funds tracked by Wall St. Rank hold FXD as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 83 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2023, an estimated $4.56K.
Clearview Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $5K in Q4 2021.
142 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.