Creative Financial Designs’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Creative Financial Designs’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
2022 Q2	–	Sell	-824	Closed	-$41.2K	–	1274
2022 Q1	$45K	Sell	824 -580	-41%	-$33K	0.01%	583
2021 Q4	$87K	Buy	1,404 +360	+34%	+$22.3K	0.01%	460
2021 Q3	$62K	Buy	1,044 +355	+52%	+$21.7K	0.01%	554
2021 Q2	$42K	Buy	+689	New	+$41.4K	0.01%	650
2017 Q2	–	Sell	-179	Closed	-$7K	–	787
2017 Q1	$7K	Hold	179	–	–	0.01%	442
2016 Q4	$6K	Buy	+179	New	+$6.35K	﹤0.01%	451

Other funds holding FXD

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Financial Designs's FXD Position: Q2 2022 in Review

Creative Financial Designs sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2022, closing a stake of 824 shares — an estimated $41.2K sold.

Creative Financial Designs first reported a position in FXD in Q4 2016 and held it in 6 quarters. The position peaked at $87K in Q4 2021. 132 funds tracked by Wall St. Rank hold FXD as of Q2 2022.

Creative Financial Designs reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 824 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2022, an estimated $41.2K.
Creative Financial Designs first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2016 and held it in 6 quarters.
Creative Financial Designs's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $87K in Q4 2021.
132 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.