Park Capital Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Park Capital Group’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
2021 Q1	$2.84M	Buy	+48,745	New	+$2.74M	32.92%	1

Other funds holding FXD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Park Capital Group's FXD Position: Q1 2021 in Review

Park Capital Group opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2021: 48,745 shares worth $2.84M. The stake represents 32.92% of the portfolio and ranks #1 among its holdings.

137 funds tracked by Wall St. Rank hold FXD as of Q1 2021.

Park Capital Group held 48,745 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $2.84M as of Q1 2021.
First Trust Consumer Discretionary AlphaDEX Fund was a new Park Capital Group position in Q1 2021.
First Trust Consumer Discretionary AlphaDEX Fund made up 32.92% of Park Capital Group's portfolio in Q1 2021, its #1 holding.
137 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2021.

Based on Park Capital Group's 13F filing for Q1 2021, filed 14 May 2021.