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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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