JFA
FXD icon

JNBA Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-560
Closed -$20K – 801
2016
Q3 		$20K Buy
+560
New +$19.9K ﹤0.01% 814

Other funds holding FXD

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JNBA Financial Advisors's FXD Position: Q4 2016 in Review

JNBA Financial Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2016, closing a stake of 560 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in FXD in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 104 funds tracked by Wall St. Rank hold FXD as of Q4 2016.

  • JNBA Financial Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 560 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2016, an estimated $20K.
  • JNBA Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $20K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.