Kore Private Wealth’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Kore Private Wealth’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
2022 Q2	–	Sell	-8,000	Closed	-$436K	–	325
2022 Q1	$436K	Buy	+8,000	New	+$455K	0.05%	187

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Kore Private Wealth's FXD Position: Q2 2022 in Review

Kore Private Wealth sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2022, closing a stake of 8,000 shares — an estimated $436K sold.

Kore Private Wealth first reported a position in FXD in Q1 2022 and held it in 1 quarter. The position peaked at $436K in Q1 2022. 132 funds tracked by Wall St. Rank hold FXD as of Q2 2022.

Kore Private Wealth reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Kore Private Wealth sold 8,000 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2022, an estimated $436K.
Kore Private Wealth first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
Kore Private Wealth's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $436K in Q1 2022.
132 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.