Harel Insurance Investments & Financial Services’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Harel Insurance Investments & Financial Services’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
2017 Q1	–	Sell	-3,290	Closed	-$117K	–	442
2016 Q4	$117K	Hold	3,290	–	–	0.02%	141
2016 Q3	$116K	Sell	3,290 -310	-9%	-$11K	0.02%	151
2016 Q2	$121K	Buy	+3,600	New	+$123K	0.01%	217
2016 Q1	–	Sell	-3,600	Closed	-$118K	–	141
2015 Q4	$123K	Buy	+3,600	New	+$126K	0.01%	134

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

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

AIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FXD Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2017, closing a stake of 3,290 shares — an estimated $117K sold.

Harel Insurance Investments & Financial Services first reported a position in FXD in Q4 2015 and held it in 4 quarters. The position peaked at $123K in Q4 2015. 99 funds tracked by Wall St. Rank hold FXD as of Q1 2017.

Harel Insurance Investments & Financial Services reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,290 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2017, an estimated $117K.
Harel Insurance Investments & Financial Services first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2015 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $123K in Q4 2015.
99 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.