LMKC
FXD icon

L.M. Kohn & Company’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

L.M. Kohn & Company’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
2024
Q2 		– Sell
-4,169
Closed -$269K – 277
2024
Q1 		$269K Hold
4,169
– – 0.08% 210
2023
Q4 		$246K Hold
4,169
– – 0.08% 199
2023
Q3 		$213K Hold
4,169
– – 0.08% 208
2023
Q2 		$230K Sell
4,169
-183
-4% -$9.49K 0.09% 198
2023
Q1 		$226K Hold
4,352
– – 0.09% 190
2022
Q4 		$210K Sell
4,352
-310
-7% -$14.9K 0.1% 198
2022
Q3 		$201K Hold
4,662
– – 0.1% 197
2022
Q2 		$209K Sell
4,662
-300
-6% -$15K 0.1% 208
2022
Q1 		$271K Buy
+4,962
New +$282K 0.1% 198

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return