Karp Capital Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Karp Capital Management’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
2019 Q1	–	Sell	-466	Closed	-$17K	–	210
2018 Q4	$17K	Sell	466 -86,405	-99%	-$3.46M	0.01%	233
2018 Q3	$3.78M	Buy	+86,871	New	+$3.75M	1.3%	29

Other funds holding FXD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Karp Capital Management's FXD Position: Q1 2019 in Review

Karp Capital Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2019, closing a stake of 466 shares — an estimated $17K sold.

Karp Capital Management first reported a position in FXD in Q3 2018 and held it in 2 quarters. The position peaked at $3.78M in Q3 2018. 100 funds tracked by Wall St. Rank hold FXD as of Q1 2019.

Karp Capital Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 466 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2019, an estimated $17K.
Karp Capital Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 2 quarters.
Karp Capital Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $3.78M in Q3 2018.
100 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.