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

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-143	Closed	-$6.15K	–	1832
2019 Q2	$6.15K	Hold	143	–	–	﹤0.01%	1496
2019 Q1	$6.03K	Buy	+143	New	+$5.83K	﹤0.01%	1480
2018 Q4	–	Sell	-142	Closed	-$6.2K	–	1939
2018 Q3	$6.2K	Hold	142	–	–	﹤0.01%	1512
2018 Q2	$6.04K	Hold	142	–	–	﹤0.01%	1493
2018 Q1	$6K	Buy	+142	New	+$6.07K	﹤0.01%	1462

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

RJFSA

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Rehmann Capital Advisory Group's FXD Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2019, closing a stake of 143 shares — an estimated $6.15K sold.

Rehmann Capital Advisory Group first reported a position in FXD in Q1 2018 and held it in 5 quarters. The position peaked at $6.2K in Q3 2018. 94 funds tracked by Wall St. Rank hold FXD as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 143 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2019, an estimated $6.15K.
Rehmann Capital Advisory Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6.2K in Q3 2018.
94 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.