Gradient Investments’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-496	Closed	-$23.9K	–	1564
2022 Q4	$23.9K	Sell	496 -1,930	-80%	-$92.6K	﹤0.01%	662
2022 Q3	$104K	Buy	2,426 +1,930	+389%	+$93K	﹤0.01%	363
2022 Q2	$22K	Buy	+496	New	+$24.8K	﹤0.01%	628
2021 Q3	–	Sell	-99	Closed	-$6K	–	1179
2021 Q2	$6K	Hold	99	–	–	﹤0.01%	845
2021 Q1	$6K	Hold	99	–	–	﹤0.01%	854
2020 Q4	$4K	Hold	99	–	–	﹤0.01%	836
2020 Q3	$4K	Hold	99	–	–	﹤0.01%	842
2020 Q2	$4K	Hold	99	–	–	﹤0.01%	771
2020 Q1	$3K	Hold	99	–	–	﹤0.01%	850
2019 Q4	$4K	Buy	+99	New	+$4.32K	﹤0.01%	848
2015 Q1	–	Sell	-118	Closed	-$4K	–	668
2014 Q4	$4K	Buy	+118	New	+$3.98K	﹤0.01%	429
2013 Q3	–	Sell	-39	Closed	-$1K	–	529
2013 Q2	$1K	Buy	+39	New	+$1.04K	﹤0.01%	406

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RJA

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

Gradient Investments's FXD Position: Q1 2023 in Review

Gradient Investments sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2023, closing a stake of 496 shares — an estimated $23.9K sold.

Gradient Investments first reported a position in FXD in Q2 2013 and held it in 12 quarters. The position peaked at $104K in Q3 2022. 130 funds tracked by Wall St. Rank hold FXD as of Q1 2023.

Gradient Investments reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 496 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2023, an estimated $23.9K.
Gradient Investments first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and held it in 12 quarters.
Gradient Investments's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $104K in Q3 2022.
130 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.