Hudock Inc’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Hudock Inc’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	-296	Closed	-$10K	–	566
2016 Q4	$10K	Buy	296 +1	+0.3%	+$35	0.01%	386
2016 Q3	$10K	Sell	295 -24,453	-99%	-$868K	0.01%	392
2016 Q2	$834K	Buy	24,748 +9,028	+57%	+$308K	0.45%	37
2016 Q1	$553K	Sell	15,720 -66,934	-81%	-$2.19M	0.31%	45
2015 Q4	$2.82M	Buy	82,654 +7,622	+10%	+$267K	1.25%	19
2015 Q3	$2.57M	Buy	75,032 +42,405	+130%	+$1.53M	1.21%	15
2015 Q2	$1.19M	Buy	32,627 +5,089	+18%	+$188K	0.54%	27
2015 Q1	$1.03M	Buy	27,538 +22,478	+444%	+$812K	0.46%	29
2014 Q4	$181K	Sell	5,060 -8,751	-63%	-$295K	0.08%	102
2014 Q3	$448K	Buy	13,811 +13,014	+1,633%	+$432K	0.28%	64
2014 Q2	$27K	Sell	797 -58	-7%	-$1.85K	0.03%	289
2014 Q1	$27K	Hold	855	–	–	0.02%	272
2013 Q4	$28K	Hold	855	–	–	0.02%	271
2013 Q3	$25K	Hold	855	–	–	0.02%	236
2013 Q2	$23K	Buy	+855	New	+$22.8K	0.03%	240

Other funds holding FXD

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 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 $120B AUM 27.84% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hudock Inc's FXD Position: Q1 2017 in Review

Hudock Inc sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2017, closing a stake of 296 shares — an estimated $10K sold.

Hudock Inc first reported a position in FXD in Q2 2013 and held it in 15 quarters. The position peaked at $2.82M in Q4 2015. 99 funds tracked by Wall St. Rank hold FXD as of Q1 2017.

Hudock Inc reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Hudock Inc sold 296 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2017, an estimated $10K.
Hudock Inc first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and held it in 15 quarters.
Hudock Inc's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $2.82M in Q4 2015.
99 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2017.

Based on Hudock Inc's 13F filing for Q1 2017, filed 26 Apr 2017.