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

FinTrust 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 Q4	–	Sell	-71	Closed	-$3K	–	1220
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	1081
2022 Q2	$3K	Hold	71	–	–	﹤0.01%	1092
2022 Q1	$4K	Hold	71	–	–	﹤0.01%	1090
2021 Q4	$4K	Buy	+71	New	+$4.39K	﹤0.01%	1041

Other funds holding FXD

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FinTrust Capital Advisors's FXD Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2022, closing a stake of 71 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in FXD in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 115 funds tracked by Wall St. Rank hold FXD as of Q4 2022.

FinTrust Capital Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 71 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2022, an estimated $3K.
FinTrust Capital Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
FinTrust Capital Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4K in Q1 2022.
115 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.