Selective Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Selective Wealth Management’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
2022 Q1	–	Sell	-350	Closed	-$22K	–	754
2021 Q4	$22K	Hold	350	–	–	0.01%	397
2021 Q3	$21K	Buy	+350	New	+$21.4K	0.01%	355

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Selective Wealth Management's FXD Position: Q1 2022 in Review

Selective Wealth Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2022, closing a stake of 350 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in FXD in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 169 funds tracked by Wall St. Rank hold FXD as of Q1 2022.

Selective Wealth Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 350 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2022, an estimated $22K.
Selective Wealth Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2021 and held it in 2 quarters.
Selective Wealth Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $22K in Q4 2021.
169 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.