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Hochman Cole Investment Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$243K Hold
4,107
– – 0.1% 118
2021
Q2 		$249K Hold
4,107
– – 0.1% 110
2021
Q1 		$239K Hold
4,107
– – 0.1% 112
2020
Q4 		$209K Buy
+4,107
New +$193K 0.09% 117

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hochman Cole Investment Advisors's FXD Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q3 2021 at 4,107 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #118.

Hochman Cole Investment Advisors first reported a position in FXD in Q4 2020 and has held it in 4 quarters since. The position peaked at $249K in Q2 2021. 156 funds tracked by Wall St. Rank hold FXD as of Q3 2021.

  • Hochman Cole Investment Advisors held 4,107 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $243K as of Q3 2021.
  • Hochman Cole Investment Advisors left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q3 2021.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.1% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #118 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $249K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.