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Maxwell Wealth Strategies’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Maxwell Wealth Strategies’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
2024
Q3 		– Sell
-3,632
Closed -$218K – 107
2024
Q2 		$218K Hold
3,632
– – 0.11% 100
2024
Q1 		$218K Hold
3,632
– – 0.11% 99
2023
Q4 		$214K Buy
+3,632
New +$191K 0.14% 90

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Maxwell Wealth Strategies's FXD Position: Q3 2024 in Review

Maxwell Wealth Strategies sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2024, closing a stake of 3,632 shares — an estimated $218K sold.

Maxwell Wealth Strategies first reported a position in FXD in Q4 2023 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 138 funds tracked by Wall St. Rank hold FXD as of Q3 2024.

  • Maxwell Wealth Strategies reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Maxwell Wealth Strategies sold 3,632 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2024, an estimated $218K.
  • Maxwell Wealth Strategies first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
  • Maxwell Wealth Strategies's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $218K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q3 2024, filed 6 Nov 2024.