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Nachman Norwood & Parrott’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-1,066
Closed -$45K – 546
2020
Q3 		$45K Buy
+1,066
New +$44K 0.01% 468

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Nachman Norwood & Parrott's FXD Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2020, closing a stake of 1,066 shares — an estimated $45K sold.

Nachman Norwood & Parrott first reported a position in FXD in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 122 funds tracked by Wall St. Rank hold FXD as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,066 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2020, an estimated $45K.
  • Nachman Norwood & Parrott first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $45K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.