Freedom Investment Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Freedom Investment 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
2016 Q4	–	Sell	-18,371	Closed	-$648K	–	1004
2016 Q3	$648K	Buy	18,371 +8,139	+80%	+$289K	0.04%	379
2016 Q2	$345K	Sell	10,232 -384	-4%	-$13.1K	0.02%	537
2016 Q1	$373K	Sell	10,616 -5,662	-35%	-$186K	0.03%	484
2015 Q4	$555K	Buy	16,278 +10,463	+180%	+$367K	0.04%	374
2015 Q3	$300K	Sell	5,815 -12,736	-69%	-$459K	0.03%	476
2015 Q2	$677K	Buy	18,551 +1,834	+11%	+$67.8K	0.07%	258
2015 Q1	$624K	Buy	16,717 +7,936	+90%	+$287K	0.07%	248
2014 Q4	$314K	Buy	8,781 +841	+11%	+$28.4K	0.04%	410
2014 Q3	$257K	Buy	7,940 +854	+12%	+$28.4K	0.05%	381
2014 Q2	$236K	Buy	+7,086	New	+$226K	0.04%	412

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

Bank of America

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return