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

Kingsview 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
2020 Q1	–	Sell	-22,929	Closed	-$1.04M	–	530
2019 Q4	$1.04M	Buy	22,929 +12,259	+115%	+$535K	0.13%	189
2019 Q3	$449K	Buy	10,670 +867	+9%	+$36.8K	0.07%	275
2019 Q2	$420K	Buy	9,803 +4,105	+72%	+$175K	0.07%	269
2019 Q1	$240K	Buy	+5,698	New	+$232K	0.04%	396

Other funds holding FXD

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingsview Wealth Management's FXD Position: Q1 2020 in Review

Kingsview Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2020, closing a stake of 22,929 shares — an estimated $1.04M sold.

Kingsview Wealth Management first reported a position in FXD in Q1 2019 and held it in 4 quarters. The position peaked at $1.04M in Q4 2019. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

Kingsview Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 22,929 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $1.04M.
Kingsview Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Kingsview Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.04M in Q4 2019.
77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.