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Plante Moran Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-43
Closed -$3K – 955
2021
Q2 		$3K Buy
+43
New +$2.59K ﹤0.01% 851

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's FXD Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2021, closing a stake of 43 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in FXD in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 156 funds tracked by Wall St. Rank hold FXD as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 43 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2021, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $3K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.