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Juncture Wealth Strategies’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Juncture Wealth Strategies’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
2018
Q4 		– Sell
-29,267
Closed -$1.27M – 105
2018
Q3 		$1.27M Buy
+29,267
New +$1.26M 0.67% 39

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Juncture Wealth Strategies's FXD Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2018, closing a stake of 29,267 shares — an estimated $1.27M sold.

Juncture Wealth Strategies first reported a position in FXD in Q3 2018 and held it in 1 quarter. The position peaked at $1.27M in Q3 2018. 97 funds tracked by Wall St. Rank hold FXD as of Q4 2018.

  • Juncture Wealth Strategies reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Juncture Wealth Strategies sold 29,267 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2018, an estimated $1.27M.
  • Juncture Wealth Strategies first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Juncture Wealth Strategies's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.27M in Q3 2018.
  • 97 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.