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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
2016
Q2 		– Sell
-1,600
Closed -$7K – 6840
2016
Q1 		$7K Buy
+1,600
New +$52.4K ﹤0.01% 4468

Other funds holding FXD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.