MA
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MUFG Americas’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-1,007
Closed -$43K – 319
2022
Q3 		$43K Hold
1,007
– – ﹤0.01% 508
2022
Q2 		$45K Hold
1,007
– – ﹤0.01% 523
2022
Q1 		$55K Hold
1,007
– – ﹤0.01% 527
2021
Q4 		$62K Buy
+1,007
New +$62.2K ﹤0.01% 520
2015
Q4 		– Sell
-320
Closed -$11K – 1118
2015
Q3 		$11K Buy
+320
New +$11.5K ﹤0.01% 843

Other funds holding FXD

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return