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

Squar Milner 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
2018 Q3	–	Sell	-267	Closed	-$11K	–	787
2018 Q2	$11K	Buy	+267	New	+$11.1K	0.01%	561

Other funds holding FXD

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Squar Milner Financial Services's FXD Position: Q3 2018 in Review

Squar Milner Financial Services sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2018, closing a stake of 267 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in FXD in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 104 funds tracked by Wall St. Rank hold FXD as of Q3 2018.

Squar Milner Financial Services reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 267 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2018, an estimated $11K.
Squar Milner Financial Services first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $11K in Q2 2018.
104 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.