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Sowell Financial Services’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,431
Closed -$87K – 1345
2021
Q1 		$87K Buy
+1,431
New +$80.4K ﹤0.01% 1421

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's FXD Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2021, closing a stake of 1,431 shares — an estimated $87K sold.

Sowell Financial Services first reported a position in FXD in Q1 2021 and held it in 1 quarter. The position peaked at $87K in Q1 2021. 149 funds tracked by Wall St. Rank hold FXD as of Q2 2021.

  • Sowell Financial Services reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,431 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2021, an estimated $87K.
  • Sowell Financial Services first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $87K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.