SMA
FXD icon

Simply Money Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-241
Closed -$7K – 107
2013
Q3 		$7K Hold
241
– – ﹤0.01% 75
2013
Q2 		$7K Buy
+241
New +$6.42K ﹤0.01% 199

Other funds holding FXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Simply Money Advisors's FXD Position: Q4 2013 in Review

Simply Money Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q4 2013, closing a stake of 241 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in FXD in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 75 funds tracked by Wall St. Rank hold FXD as of Q4 2013.

  • Simply Money Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 241 First Trust Consumer Discretionary AlphaDEX Fund shares in Q4 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $7K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.