Johnson Financial Group Inc (Wisconsin)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-451	Closed	-$16K	–	678
2016 Q3	$16K	Hold	451	–	–	﹤0.01%	526
2016 Q2	$15K	Hold	451	–	–	﹤0.01%	629
2016 Q1	$16K	Sell	451 -216	-32%	-$7.08K	﹤0.01%	547
2015 Q4	$23K	Hold	667	–	–	﹤0.01%	511
2015 Q3	$23K	Hold	667	–	–	0.01%	559
2015 Q2	$24K	Hold	667	–	–	0.01%	582
2015 Q1	$25K	Buy	+667	New	+$24.1K	0.01%	586

Other funds holding FXD

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return