SC
FXD icon

SouthState Corp’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

SouthState Corp’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
-121
Closed -$5.83K – 658
2022
Q4 		$5.83K Buy
+121
New +$5.81K ﹤0.01% 608

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

SouthState Corp's FXD Position: Q1 2023 in Review

SouthState Corp sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2023, closing a stake of 121 shares — an estimated $5.83K sold.

SouthState Corp first reported a position in FXD in Q4 2022 and held it in 1 quarter. The position peaked at $5.83K in Q4 2022. 130 funds tracked by Wall St. Rank hold FXD as of Q1 2023.

  • SouthState Corp reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 121 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2023, an estimated $5.83K.
  • SouthState Corp first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • SouthState Corp's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $5.83K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.