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Howe & Rusling’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Howe & Rusling’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
2014
Q2 		– Sell
-235
Closed -$8K – 869
2014
Q1 		$8K Buy
+235
New +$7.45K ﹤0.01% 592

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Howe & Rusling's FXD Position: Q2 2014 in Review

Howe & Rusling sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2014, closing a stake of 235 shares — an estimated $8K sold.

Howe & Rusling first reported a position in FXD in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 82 funds tracked by Wall St. Rank hold FXD as of Q2 2014.

  • Howe & Rusling reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 235 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2014, an estimated $8K.
  • Howe & Rusling first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2014 and held it in 1 quarter.
  • Howe & Rusling's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $8K in Q1 2014.
  • 82 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.