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	–	331
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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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

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