LWM
FXD icon

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

Liberty 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
2020
Q4 		– Sell
-484
Closed -$21K – 992
2020
Q3 		$21K Buy
+484
New +$20K 0.01% 391

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Liberty Wealth Management's FXD Position: Q4 2020 in Review

Liberty Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2020, closing a stake of 484 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in FXD in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 122 funds tracked by Wall St. Rank hold FXD as of Q4 2020.

  • Liberty Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 484 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2020, an estimated $21K.
  • Liberty Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Liberty Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $21K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.