GPS Wealth Strategies Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

GPS Wealth Strategies Group’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
2024 Q4	–	Sell	-99	Closed	-$6.27K	–	1408
2024 Q3	$6.27K	Hold	99	–	–	﹤0.01%	1041
2024 Q2	$5.93K	Hold	99	–	–	﹤0.01%	1029
2024 Q1	$6.39K	Hold	99	–	–	﹤0.01%	951
2023 Q4	$5.84K	Hold	99	–	–	﹤0.01%	954
2023 Q3	$5.05K	Hold	99	–	–	﹤0.01%	969
2023 Q2	$5.47K	Hold	99	–	–	﹤0.01%	973
2023 Q1	$5.14K	Buy	+99	New	+$5.19K	﹤0.01%	969
2022 Q4	–	Sell	-99	Closed	-$4K	–	492
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	930
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	920
2022 Q1	$5K	Hold	99	–	–	﹤0.01%	843
2021 Q4	$6K	Hold	99	–	–	﹤0.01%	827
2021 Q3	$6K	Hold	99	–	–	﹤0.01%	803
2021 Q2	$6K	Hold	99	–	–	﹤0.01%	826
2021 Q1	$5K	Buy	+99	New	+$5.57K	﹤0.01%	770

Other funds holding FXD

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Bank of America

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

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return