GFPC
FXD icon

Global Financial Private Capital’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Global Financial Private Capital’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
2018
Q4 		– Sell
-28,308
Closed -$1.23M – 389
2018
Q3 		$1.23M Sell
28,308
-4,317
-13% -$186K 0.04% 254
2018
Q2 		$1.38M Sell
32,625
-1,173
-3% -$48.7K 0.05% 229
2018
Q1 		$1.39M Sell
33,798
-288
-0.8% -$12.3K 0.05% 226
2017
Q4 		$1.44M Sell
34,086
-5,531
-14% -$220K 0.05% 210
2017
Q3 		$1.52M Sell
39,617
-2,246
-5% -$83.7K 0.05% 211
2017
Q2 		$1.55M Sell
41,863
-59,190
-59% -$2.17M 0.07% 135
2017
Q1 		$3.72M Buy
+101,053
New +$3.66M 0.19% 83

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $75B AUM 31.89% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return