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

LBA 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
2017 Q1	$3K	Hold	93	–	–	﹤0.01%	388
2016 Q4	$3K	Hold	93	–	–	﹤0.01%	393
2016 Q3	$3K	Hold	93	–	–	﹤0.01%	403
2016 Q2	$3K	Hold	93	–	–	﹤0.01%	386
2016 Q1	$3K	Hold	93	–	–	﹤0.01%	376
2015 Q4	$3K	Buy	+93	New	+$3.26K	﹤0.01%	364

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

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

LBA Wealth Management's FXD Position: Q1 2017 in Review

LBA Wealth Management held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q1 2017 at 93 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

LBA Wealth Management first reported a position in FXD in Q4 2015 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold FXD as of Q1 2017.

LBA Wealth Management held 93 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $3K as of Q1 2017.
LBA Wealth Management left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q1 2017.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #388 holding.
LBA Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2015 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.