TAM
FXD icon

Tucker Asset Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Tucker Asset Management’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
Q3 		– Sell
-434
Closed -$26K – 1540
2024
Q2 		$26K Buy
+434
New +$26.2K 0.01% 552
2023
Q2 		– Sell
-226
Closed -$11.7K – 1213
2023
Q1 		$11.7K Buy
+226
New +$11.9K ﹤0.01% 517
2022
Q2 		– Sell
-61
Closed -$3.32K – 664
2022
Q1 		$3.32K Buy
61
+39
+177% +$2.22K ﹤0.01% 369
2021
Q4 		$1.36K Sell
22
-317
-94% -$19.6K ﹤0.01% 385
2021
Q3 		$21K Buy
339
+2
+0.6% +$122 0.01% 141
2021
Q2 		$20.5K Sell
337
-122
-27% -$7.34K 0.01% 132
2021
Q1 		$26.7K Buy
459
+181
+65% +$10.2K 0.01% 115
2020
Q4 		$14.1K Buy
+278
New +$13K 0.01% 171

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return