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United Capital Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

United Capital Financial 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
-30,961
Closed -$1.4M – 1257
2019
Q4 		$1.4M Sell
30,961
-1,502
-5% -$65.5K 0.01% 680
2019
Q3 		$1.36M Hold
32,463
– – 0.01% 659
2019
Q2 		$1.39M Sell
32,463
-4,422
-12% -$189K 0.01% 713
2019
Q1 		$1.55M Sell
36,885
-10,181
-22% -$415K 0.01% 656
2018
Q4 		$1.73M Sell
47,066
-552
-1% -$22.1K 0.01% 591
2018
Q3 		$2.07M Sell
47,618
-3,203
-6% -$138K 0.01% 606
2018
Q2 		$2.15M Sell
50,821
-742
-1% -$30.8K 0.02% 578
2018
Q1 		$2.12M Sell
51,563
-3,677
-7% -$157K 0.02% 575
2017
Q4 		$2.33M Sell
55,240
-7,045
-11% -$281K 0.02% 557
2017
Q3 		$2.39M Sell
62,285
-3,551
-5% -$132K 0.02% 536
2017
Q2 		$2.44M Sell
65,836
-39,347
-37% -$1.44M 0.02% 524
2017
Q1 		$3.87M Sell
105,183
-129,234
-55% -$4.68M 0.04% 421
2016
Q4 		$8.32M Sell
234,417
-94,846
-29% -$3.36M 0.08% 297
2016
Q3 		$11.6M Sell
329,263
-57,850
-15% -$2.05M 0.11% 212
2016
Q2 		$13.2M Buy
387,113
+272,890
+239% +$9.31M 0.13% 169
2016
Q1 		$4.02M Sell
114,223
-2,989
-3% -$97.9K 0.04% 380
2015
Q4 		$4M Buy
117,212
+52,744
+82% +$1.85M 0.05% 382
2015
Q3 		$2.21M Buy
+64,468
New +$2.32M 0.03% 511

Other funds holding FXD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

United Capital Financial Advisors's FXD Position: Q1 2020 in Review

United Capital Financial Advisors sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2020, closing a stake of 30,961 shares — an estimated $1.4M sold.

United Capital Financial Advisors first reported a position in FXD in Q3 2015 and held it in 18 quarters. The position peaked at $13.2M in Q2 2016. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

  • United Capital Financial Advisors reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 30,961 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $1.4M.
  • United Capital Financial Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2015 and held it in 18 quarters.
  • United Capital Financial Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $13.2M in Q2 2016.
  • 77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.