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Romano Brothers & Co’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-611
Closed -$29.4K – 544
2022
Q4 		$29.4K Buy
+611
New +$29.3K ﹤0.01% 557

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
Goldman Sachs
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Romano Brothers & Co's FXD Position: Q1 2023 in Review

Romano Brothers & Co sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2023, closing a stake of 611 shares — an estimated $29.4K sold.

Romano Brothers & Co first reported a position in FXD in Q4 2022 and held it in 1 quarter. The position peaked at $29.4K in Q4 2022. 130 funds tracked by Wall St. Rank hold FXD as of Q1 2023.

  • Romano Brothers & Co reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 611 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2023, an estimated $29.4K.
  • Romano Brothers & Co first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $29.4K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.