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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-277	Closed	-$17.9K	–	747
2024 Q1	$17.9K	Hold	277	–	–	0.01%	462
2023 Q4	$16.3K	Hold	277	–	–	0.01%	243
2023 Q3	$14.1K	Hold	277	–	–	0.01%	378
2023 Q2	$15.3K	Hold	277	–	–	0.01%	367
2023 Q1	$14.4K	Sell	277 -93	-25%	-$4.88K	0.01%	367
2022 Q4	$17.8K	Buy	+370	New	+$17.8K	0.01%	541

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

RJFSA

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

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

ODG

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

RJA

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

Register Financial Advisors's FXD Position: Q2 2024 in Review

Register Financial Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2024, closing a stake of 277 shares — an estimated $17.9K sold.

Register Financial Advisors first reported a position in FXD in Q4 2022 and held it in 6 quarters. The position peaked at $17.9K in Q1 2024. 133 funds tracked by Wall St. Rank hold FXD as of Q2 2024.

Register Financial Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Register Financial Advisors sold 277 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2024, an estimated $17.9K.
Register Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $17.9K in Q1 2024.
133 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2024.

Based on Register Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.