First Command Bank’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

First Command Bank’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
2017 Q4	–	Sell	-342	Closed	-$13K	–	414
2017 Q3	$13K	Hold	342	–	–	0.01%	316
2017 Q2	$13K	Hold	342	–	–	0.01%	328
2017 Q1	$13K	Hold	342	–	–	0.01%	311
2016 Q4	$12K	Buy	+342	New	+$12.1K	0.01%	314

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

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

RJA

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

First Command Bank's FXD Position: Q4 2017 in Review

First Command Bank sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2017, closing a stake of 342 shares — an estimated $13K sold.

First Command Bank first reported a position in FXD in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 100 funds tracked by Wall St. Rank hold FXD as of Q4 2017.

First Command Bank reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
First Command Bank sold 342 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2017, an estimated $13K.
First Command Bank first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2016 and held it in 4 quarters.
First Command Bank's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $13K in Q3 2017.
100 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2017.

Based on First Command Bank's 13F filing for Q4 2017, filed 12 Jan 2018.