Golden State Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Golden State Wealth 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
2020 Q2	–	Sell	-200	Closed	-$5K	–	509
2020 Q1	$5K	Buy	+200	New	+$7.91K	﹤0.01%	732
2019 Q4	–	Sell	-200	Closed	-$8K	–	378
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	782
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	783
2019 Q1	$8K	Buy	+200	New	+$8.15K	﹤0.01%	809

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Golden State Wealth Management's FXD Position: Q2 2020 in Review

Golden State Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in FXD in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 95 funds tracked by Wall St. Rank hold FXD as of Q2 2020.

Golden State Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 200 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2020, an estimated $5K.
Golden State Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $8K in Q3 2019.
95 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.