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Strategic Capital Alternatives’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$36K Buy
+1,056
New +$38K 0.01% 224
2014
Q4 		– Sell
-386
Closed -$13K – 175
2014
Q3 		$13K Buy
+386
New +$12.8K ﹤0.01% 364

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Capital Alternatives's FXD Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2015: 1,056 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in FXD as recently as Q3 2014.

Strategic Capital Alternatives first reported a position in FXD in Q3 2014 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FXD as of Q3 2015.

  • Strategic Capital Alternatives held 1,056 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $36K as of Q3 2015.
  • First Trust Consumer Discretionary AlphaDEX Fund was a new Strategic Capital Alternatives position in Q3 2015.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #224 holding.
  • Strategic Capital Alternatives first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2014 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.