Pinnacle Family Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Pinnacle Family 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
2022 Q2	–	Sell	-5,065	Closed	-$276K	–	96
2022 Q1	$276K	Sell	5,065 -8,084	-61%	-$460K	0.15%	97
2021 Q4	$816K	Buy	13,149 +186	+1%	+$11.5K	0.37%	46
2021 Q3	$766K	Buy	12,963 +150	+1%	+$9.17K	0.34%	48
2021 Q2	$778K	Buy	+12,813	New	+$771K	0.34%	54

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Pinnacle Family Advisors's FXD Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2022, closing a stake of 5,065 shares — an estimated $276K sold.

Pinnacle Family Advisors first reported a position in FXD in Q2 2021 and held it in 4 quarters. The position peaked at $816K in Q4 2021. 132 funds tracked by Wall St. Rank hold FXD as of Q2 2022.

Pinnacle Family Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 5,065 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2022, an estimated $276K.
Pinnacle Family Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2021 and held it in 4 quarters.
Pinnacle Family Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $816K in Q4 2021.
132 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.