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Strid Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Strid 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
2016
Q1 		– Sell
-432,300
Closed -$14.7M – 44
2015
Q4 		$14.7M Buy
+432,300
New +$15.2M 6.26% 6

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Strid Group's FXD Position: Q1 2016 in Review

Strid Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2016, closing a stake of 432,300 shares — an estimated $14.7M sold.

Strid Group first reported a position in FXD in Q4 2015 and held it in 1 quarter. The position peaked at $14.7M in Q4 2015. 113 funds tracked by Wall St. Rank hold FXD as of Q1 2016.

  • Strid Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Strid Group sold 432,300 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2016, an estimated $14.7M.
  • Strid Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Strid Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $14.7M in Q4 2015.
  • 113 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2016.

Based on Strid Group's 13F filing for Q1 2016, filed 10 May 2016.