Destiny Wealth Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-450	Closed	-$21.7K	–	347
2022 Q4	$21.7K	Hold	450	–	–	﹤0.01%	391
2022 Q3	$19K	Hold	450	–	–	﹤0.01%	359
2022 Q2	$20K	Hold	450	–	–	﹤0.01%	359
2022 Q1	$25K	Hold	450	–	–	﹤0.01%	366
2021 Q4	$28K	Hold	450	–	–	0.01%	366
2021 Q3	$27K	Buy	+450	New	+$27.5K	0.01%	353
2021 Q2	–	Sell	-450	Closed	-$26K	–	306
2021 Q1	$26K	Hold	450	–	–	0.01%	338
2020 Q4	$23K	Buy	+450	New	+$21.1K	﹤0.01%	350

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Destiny Wealth Partners's FXD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2023, closing a stake of 450 shares — an estimated $21.7K sold.

Destiny Wealth Partners first reported a position in FXD in Q4 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 130 funds tracked by Wall St. Rank hold FXD as of Q1 2023.

Destiny Wealth Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 450 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2023, an estimated $21.7K.
Destiny Wealth Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $28K in Q4 2021.
130 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.