Verus Capital Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Verus Capital Partners’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	$12K	Sell	451 -104	-19%	-$4.12K	﹤0.01%	942
2019 Q4	$25K	Buy	+555	New	+$24.2K	0.01%	824

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

Verus Capital Partners's FXD Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 19% in Q1 2020, selling an estimated $4.12K and leaving 451 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Verus Capital Partners first reported a position in FXD in Q4 2019 and has held it in 2 quarters since. The position peaked at $25K in Q4 2019. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

Verus Capital Partners held 451 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $12K as of Q1 2020.
Verus Capital Partners sold 104 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $4.12K.
First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #942 holding.
Verus Capital Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $25K in Q4 2019.
77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.