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Lebenthal Global Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-150
Closed -$7K – 286
2020
Q4 		$7K Buy
+150
New +$7.03K 0.01% 468

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Lebenthal Global Advisors's FXD Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2021, closing a stake of 150 shares — an estimated $7K sold.

Lebenthal Global Advisors first reported a position in FXD in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 137 funds tracked by Wall St. Rank hold FXD as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 150 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2021, an estimated $7K.
  • Lebenthal Global Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $7K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.