FANJ
FXD icon

Financial Architects (New Jersey)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-263
Closed -$11K – 1464
2017
Q4 		$11K Hold
263
– – ﹤0.01% 1124
2017
Q3 		$10K Sell
263
-295
-53% -$11K ﹤0.01% 1123
2017
Q2 		$21K Sell
558
-51
-8% -$1.87K ﹤0.01% 939
2017
Q1 		$22K Hold
609
– – ﹤0.01% 912
2016
Q4 		$22K Hold
609
– – 0.01% 815
2016
Q3 		$21K Hold
609
– – 0.01% 829
2016
Q2 		$21K Buy
609
+113
+23% +$3.85K 0.01% 768
2016
Q1 		$17K Buy
+496
New +$16.3K 0.01% 619
2014
Q4 		– Sell
-159
Closed -$5K – 983
2014
Q3 		$5K Buy
+159
New +$5.28K ﹤0.01% 738

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return