Stonebridge Financial Planning Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Stonebridge Financial Planning Group’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	-1,225	Closed	-$69K	–	204
2021 Q4	$69K	Hold	1,225	–	–	0.04%	189
2021 Q3	$78K	Sell	1,225 -70	-5%	-$4.28K	0.04%	186
2021 Q2	$79K	Hold	1,295	–	–	0.04%	178
2021 Q1	$78K	Buy	1,295 +20	+2%	+$1.12K	0.05%	181
2020 Q4	$65K	Hold	1,275	–	–	0.04%	177
2020 Q3	$58K	Hold	1,275	–	–	0.04%	167
2020 Q2	$48K	Sell	1,275 -50	-4%	-$1.68K	0.04%	186
2020 Q1	$39K	Hold	1,325	–	–	0.04%	188
2019 Q4	$60K	Buy	+1,325	New	+$57.8K	0.05%	163

Other funds holding FXD

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return