High Net Worth Advisory Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

High Net Worth Advisory 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
2023 Q1	–	Sell	-1,083	Closed	-$52.2K	–	330
2022 Q4	$52.2K	Hold	1,083	–	–	0.02%	320
2022 Q3	$47K	Hold	1,083	–	–	0.02%	337
2022 Q2	$48K	Hold	1,083	–	–	0.02%	329
2022 Q1	$59K	Hold	1,083	–	–	0.02%	316
2021 Q4	$67K	Buy	+1,083	New	+$66.9K	0.02%	310

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

High Net Worth Advisory Group's FXD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2023, closing a stake of 1,083 shares — an estimated $52.2K sold.

High Net Worth Advisory Group first reported a position in FXD in Q4 2021 and held it in 5 quarters. The position peaked at $67K in Q4 2021. 130 funds tracked by Wall St. Rank hold FXD as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,083 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2023, an estimated $52.2K.
High Net Worth Advisory Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $67K in Q4 2021.
130 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.