Northwest Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Northwest Wealth 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
2018 Q3	–	Sell	-86	Closed	-$4K	–	524
2018 Q2	$4K	Hold	86	–	–	﹤0.01%	430
2018 Q1	$4K	Buy	+86	New	+$3.67K	﹤0.01%	440

Other funds holding FXD

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Northwest Wealth Management's FXD Position: Q3 2018 in Review

Northwest Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2018, closing a stake of 86 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in FXD in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 104 funds tracked by Wall St. Rank hold FXD as of Q3 2018.

Northwest Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Northwest Wealth Management sold 86 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2018, an estimated $4K.
Northwest Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
Northwest Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $4K in Q2 2018.
104 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2018.

Based on Northwest Wealth Management's 13F filing for Q3 2018, filed 11 Oct 2018.