Kiley Juergens Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-52	Closed	-$2K	–	259
2018 Q3	$2K	Hold	52	–	–	﹤0.01%	577
2018 Q2	$2K	Buy	+52	New	+$2.16K	﹤0.01%	525
2018 Q1	–	Sell	-52	Closed	-$2K	–	273
2017 Q4	$2K	Buy	+52	New	+$2.07K	﹤0.01%	631

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

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

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

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

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Kiley Juergens Wealth Management's FXD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2018, closing a stake of 52 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in FXD in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 97 funds tracked by Wall St. Rank hold FXD as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 52 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2018, an estimated $2K.
Kiley Juergens Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $2K in Q3 2018.
97 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.