UBS AM
FXD icon

UBS AM’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

UBS AM’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
2022
Q3 		– Sell
-304
Closed -$13.6K – 2755
2022
Q2 		$13.6K Buy
+304
New +$15.2K ﹤0.01% 2681

Other funds holding FXD

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM's FXD Position: Q3 2022 in Review

UBS AM sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2022, closing a stake of 304 shares — an estimated $13.6K sold.

UBS AM first reported a position in FXD in Q2 2022 and held it in 1 quarter. The position peaked at $13.6K in Q2 2022. 110 funds tracked by Wall St. Rank hold FXD as of Q3 2022.

  • UBS AM reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • UBS AM sold 304 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2022, an estimated $13.6K.
  • UBS AM first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • UBS AM's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $13.6K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2022.

Based on UBS AM's 13F filing for Q3 2022, filed 14 Nov 2022.