IA
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IFG Advisory’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

IFG Advisory’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
-4,373
Closed -$210K – 512
2022
Q4 		$210K Sell
4,373
-2,032
-32% -$97.5K 0.02% 456
2022
Q3 		$275K Sell
6,405
-1,037
-14% -$50K 0.03% 426
2022
Q2 		$332K Sell
7,442
-2,865
-28% -$143K 0.04% 358
2022
Q1 		$561K Buy
10,307
+246
+2% +$14K 0.06% 288
2021
Q4 		$624K Buy
10,061
+1,228
+14% +$75.9K 0.06% 263
2021
Q3 		$522K Buy
8,833
+1,866
+27% +$114K 0.06% 282
2021
Q2 		$423K Buy
6,967
+2,680
+63% +$161K 0.05% 326
2021
Q1 		$249K Sell
4,287
-105
-2% -$5.9K 0.03% 424
2020
Q4 		$223K Buy
+4,392
New +$206K 0.03% 419

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return