MA
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Mutual Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Mutual Advisors’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
2019
Q3 		– Sell
-8,444
Closed -$362K – 559
2019
Q2 		$362K Buy
+8,444
New +$360K 0.05% 396

Other funds holding FXD

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Mutual Advisors's FXD Position: Q3 2019 in Review

Mutual Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2019, closing a stake of 8,444 shares — an estimated $362K sold.

Mutual Advisors first reported a position in FXD in Q2 2019 and held it in 1 quarter. The position peaked at $362K in Q2 2019. 94 funds tracked by Wall St. Rank hold FXD as of Q3 2019.

  • Mutual Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Mutual Advisors sold 8,444 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2019, an estimated $362K.
  • Mutual Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Mutual Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $362K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2019.

Based on Mutual Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.