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

LexAurum 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
2018 Q4	–	Sell	-31,970	Closed	-$1.39M	–	157
2018 Q3	$1.39M	Buy	+31,970	New	+$1.38M	0.97%	31
2018 Q2	–	Sell	-27,285	Closed	-$1.12M	–	149
2018 Q1	$1.12M	Buy	27,285 +739	+3%	+$31.6K	0.95%	30
2017 Q4	$1.18M	Buy	+26,546	New	+$1.06M	1.1%	23

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RJA

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

RJFSA

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

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

LexAurum Advisors's FXD Position: Q4 2018 in Review

LexAurum Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2018, closing a stake of 31,970 shares — an estimated $1.39M sold.

LexAurum Advisors first reported a position in FXD in Q4 2017 and held it in 3 quarters. The position peaked at $1.39M in Q3 2018. 97 funds tracked by Wall St. Rank hold FXD as of Q4 2018.

LexAurum Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
LexAurum Advisors sold 31,970 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2018, an estimated $1.39M.
LexAurum Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
LexAurum Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.39M in Q3 2018.
97 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2018.

Based on LexAurum Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.