TRUE Private Wealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q1	–	Sell	-1,506	Closed	-$68K	–	734
2019 Q4	$68K	Buy	+1,506	New	+$65.7K	0.01%	329
2019 Q3	–	Sell	-1,506	Closed	-$64K	–	416
2019 Q2	$64K	Buy	+1,506	New	+$64.3K	0.01%	309
2018 Q4	–	Sell	-1,506	Closed	-$65.5K	–	505
2018 Q3	$65.5K	Buy	+1,506	New	+$65.1K	0.01%	424

Other funds holding FXD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

TRUE Private Wealth Advisors's FXD Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2020, closing a stake of 1,506 shares — an estimated $68K sold.

TRUE Private Wealth Advisors first reported a position in FXD in Q3 2018 and held it in 3 quarters. The position peaked at $68K in Q4 2019. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,506 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $68K.
TRUE Private Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $68K in Q4 2019.
77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.