CFD
FXD icon

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
Q3 		– Hold
0
– – – 1311
2022
Q2 		– Sell
-824
Closed -$41.2K – 1285
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return