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Elevated Capital Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Elevated Capital Advisors’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
2022
Q1 		$235K Buy
+4,312
New +$245K 0.08% 164

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevated Capital Advisors's FXD Position: Q1 2022 in Review

Elevated Capital Advisors opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2022: 4,312 shares worth $235K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

169 funds tracked by Wall St. Rank hold FXD as of Q1 2022.

  • Elevated Capital Advisors held 4,312 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $235K as of Q1 2022.
  • First Trust Consumer Discretionary AlphaDEX Fund was a new Elevated Capital Advisors position in Q1 2022.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.08% of Elevated Capital Advisors's portfolio in Q1 2022, its #164 holding.
  • 169 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2022.

Based on Elevated Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.