Cutler Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Cutler Group’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
2017 Q2	–	Sell	-100	Closed	-$3K	–	6556
2017 Q1	$3K	Buy	+100	New	+$3.62K	﹤0.01%	5117
2016 Q3	–	Sell	-200	Closed	-$6K	–	6892
2016 Q2	$6K	Buy	+200	New	+$6.82K	﹤0.01%	4732
2016 Q1	–	Sell	-205	Closed	-$6.72K	–	6702
2015 Q4	$6K	Buy	+205	New	+$7.19K	﹤0.01%	4698

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Cutler Group's FXD Position: Q2 2017 in Review

Cutler Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2017, closing a stake of 100 shares — an estimated $3K sold.

Cutler Group first reported a position in FXD in Q4 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2016. 98 funds tracked by Wall St. Rank hold FXD as of Q2 2017.

Cutler Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Cutler Group sold 100 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2017, an estimated $3K.
Cutler Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2015 and held it in 3 quarters.
Cutler Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6K in Q2 2016.
98 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2017.

Based on Cutler Group's 13F filing for Q2 2017, filed 11 Jul 2017.