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Darwin Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-252
Closed -$6K – 373
2020
Q1 		$6K Buy
+252
New +$9.97K ﹤0.01% 570

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Darwin Wealth Management's FXD Position: Q2 2020 in Review

Darwin Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2020, closing a stake of 252 shares — an estimated $6K sold.

Darwin Wealth Management first reported a position in FXD in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 95 funds tracked by Wall St. Rank hold FXD as of Q2 2020.

  • Darwin Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 252 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2020, an estimated $6K.
  • Darwin Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.