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Investment Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-988
Closed -$37K – 102
2015
Q1 		$37K Buy
+988
New +$35.7K 0.04% 125

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Partners's FXD Position: Q2 2015 in Review

Investment Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2015, closing a stake of 988 shares — an estimated $37K sold.

Investment Partners first reported a position in FXD in Q1 2015 and held it in 1 quarter. The position peaked at $37K in Q1 2015. 112 funds tracked by Wall St. Rank hold FXD as of Q2 2015.

  • Investment Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 988 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2015, an estimated $37K.
  • Investment Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Investment Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $37K in Q1 2015.
  • 112 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.