Premia Global Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Premia Global 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
2019 Q2	–	Sell	-29,164	Closed	-$1.22M	–	182
2019 Q1	$1.22M	Buy	29,164 +22,174	+317%	+$904K	1.23%	16
2018 Q4	$257K	Sell	6,990 -4,649	-40%	-$186K	0.74%	20
2018 Q3	$505K	Buy	+11,639	New	+$503K	1.06%	16
2018 Q2	–	Hold	0	–	–	–	16

Other funds holding FXD

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

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

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Premia Global Advisors's FXD Position: Q2 2019 in Review

Premia Global Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2019, closing a stake of 29,164 shares — an estimated $1.22M sold.

Premia Global Advisors first reported a position in FXD in Q3 2018 and held it in 3 quarters. The position peaked at $1.22M in Q1 2019. 102 funds tracked by Wall St. Rank hold FXD as of Q2 2019.

Premia Global Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Premia Global Advisors sold 29,164 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2019, an estimated $1.22M.
Premia Global Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 3 quarters.
Premia Global Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.22M in Q1 2019.
102 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.