DBRC
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D.B. Root & Company’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

D.B. Root & Company’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
2019
Q2 		– Sell
-14,770
Closed -$622K – 199
2019
Q1 		$622K Buy
+14,770
New +$602K 0.27% 103

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

D.B. Root & Company's FXD Position: Q2 2019 in Review

D.B. Root & Company sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2019, closing a stake of 14,770 shares — an estimated $622K sold.

D.B. Root & Company first reported a position in FXD in Q1 2019 and held it in 1 quarter. The position peaked at $622K in Q1 2019. 102 funds tracked by Wall St. Rank hold FXD as of Q2 2019.

  • D.B. Root & Company reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • D.B. Root & Company sold 14,770 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2019, an estimated $622K.
  • D.B. Root & Company first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • D.B. Root & Company's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $622K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2019.

Based on D.B. Root & Company's 13F filing for Q2 2019, filed 19 Jul 2019.