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MassMutual Private Wealth & Trust’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-534
Closed -$14K – 759
2020
Q1 		$14K Buy
+534
New +$21.1K ﹤0.01% 477

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's FXD Position: Q2 2020 in Review

MassMutual Private Wealth & Trust sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2020, closing a stake of 534 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in FXD in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 95 funds tracked by Wall St. Rank hold FXD as of Q2 2020.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 534 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2020, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $14K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2020, filed 13 Aug 2020.