OneDigital Investment Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

OneDigital Investment 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
2024 Q2	–	Sell	-3,322	Closed	-$214K	–	1384
2024 Q1	$214K	Buy	+3,322	New	+$199K	﹤0.01%	1021
2022 Q1	–	Sell	-3,559	Closed	-$221K	–	790
2021 Q4	$221K	Sell	3,559 -202	-5%	-$12.5K	0.01%	700
2021 Q3	$222K	Buy	+3,761	New	+$230K	0.01%	655
2020 Q4	–	Sell	-5,260	Closed	-$224K	–	705
2020 Q3	$224K	Buy	+5,260	New	+$217K	0.02%	522

Other funds holding FXD

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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