Monument Capital Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Monument Capital 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
2024 Q2	–	Sell	-60,062	Closed	-$3.88M	–	184
2024 Q1	$3.88M	Buy	60,062 +48,923	+439%	+$2.93M	1.12%	22
2023 Q4	$657K	Buy	11,139 +1,360	+14%	+$71.4K	0.21%	99
2023 Q3	$499K	Buy	9,779 +824	+9%	+$45K	0.17%	102
2023 Q2	$494K	Buy	+8,955	New	+$464K	0.16%	100

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Monument Capital Management's FXD Position: Q2 2024 in Review

Monument Capital Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2024, closing a stake of 60,062 shares — an estimated $3.88M sold.

Monument Capital Management first reported a position in FXD in Q2 2023 and held it in 4 quarters. The position peaked at $3.88M in Q1 2024. 133 funds tracked by Wall St. Rank hold FXD as of Q2 2024.

Monument Capital Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Monument Capital Management sold 60,062 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2024, an estimated $3.88M.
Monument Capital Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2023 and held it in 4 quarters.
Monument Capital Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $3.88M in Q1 2024.
133 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.