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Coppell Advisory Solutions Corp’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$2.62M Buy
+40,599
New +$2.43M 0.49% 46
2023
Q1 		– Sell
-352
Closed -$17K – 541
2022
Q4 		$17K Buy
+352
New +$16.9K 0.01% 525

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Coppell Advisory Solutions Corp's FXD Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2024: 40,599 shares worth $2.62M. The stake represents 0.49% of the portfolio and ranks #46 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FXD as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in FXD in Q4 2022 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold FXD as of Q1 2024.

  • Coppell Advisory Solutions Corp held 40,599 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $2.62M as of Q1 2024.
  • First Trust Consumer Discretionary AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.49% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #46 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.