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Sunbelt Securities’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Sunbelt Securities’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
2024
Q2 		– Sell
-218
Closed -$14.1K – 1787
2024
Q1 		$14.1K Buy
+218
New +$13.1K ﹤0.01% 1162

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunbelt Securities's FXD Position: Q2 2024 in Review

Sunbelt Securities sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2024, closing a stake of 218 shares — an estimated $14.1K sold.

Sunbelt Securities first reported a position in FXD in Q1 2024 and held it in 1 quarter. The position peaked at $14.1K in Q1 2024. 133 funds tracked by Wall St. Rank hold FXD as of Q2 2024.

  • Sunbelt Securities reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 218 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2024, an estimated $14.1K.
  • Sunbelt Securities first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Sunbelt Securities's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $14.1K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.