Formidable Asset Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Formidable Asset Management’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
2019 Q2	–	Sell	-2,090	Closed	-$334K	–	272
2019 Q1	$334K	Buy	+2,090	New	+$85.2K	0.13%	132
2016 Q2	–	Sell	-1,409	Closed	-$49K	–	261
2016 Q1	$49K	Hold	1,409	–	–	0.03%	204
2015 Q4	$46K	Hold	1,409	–	–	0.03%	226
2015 Q3	$48K	Hold	1,409	–	–	0.03%	232
2015 Q2	$51K	Hold	1,409	–	–	0.03%	206
2015 Q1	$52K	Hold	1,409	–	–	0.03%	202
2014 Q4	$50K	Hold	1,409	–	–	0.03%	197
2014 Q3	$47K	Hold	1,409	–	–	0.03%	198
2014 Q2	$47K	Hold	1,409	–	–	0.03%	212
2014 Q1	$44K	Hold	1,409	–	–	0.03%	197
2013 Q4	$44K	Hold	1,409	–	–	0.03%	210
2013 Q3	$42K	Buy	+1,409	New	+$40.6K	0.04%	181

Other funds holding FXD

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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