FHC
FXD icon

First Heartland Consultants’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

First Heartland Consultants’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
2021
Q2 		– Sell
-31,097
Closed -$1.81M – 405
2021
Q1 		$1.81M Buy
31,097
+1,917
+7% +$108K 0.29% 88
2020
Q4 		$1.49M Buy
+29,180
New +$1.37M 0.25% 85
2014
Q3 		– Sell
-7,898
Closed -$263K – 256
2014
Q2 		$263K Sell
7,898
-485
-6% -$15.5K 0.12% 192
2014
Q1 		$268K Buy
+8,383
New +$266K 0.13% 185
2013
Q4 		– Sell
-23,983
Closed -$720K – 213
2013
Q3 		$720K Buy
23,983
+6,255
+35% +$180K 0.44% 67
2013
Q2 		$481K Buy
+17,728
New +$473K 0.28% 101

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return