WWMSC
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Wagner Wealth Management (South Carolina)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-110
Closed -$5K – 436
2022
Q3 		$5K Hold
110
– – ﹤0.01% 518
2022
Q2 		$5K Sell
110
-110
-50% -$5.5K ﹤0.01% 522
2022
Q1 		$12K Buy
220
+53
+32% +$3.01K 0.01% 181
2021
Q4 		$10K Sell
167
-5
-3% -$309 0.01% 492
2021
Q3 		$11K Hold
172
– – 0.01% 457
2021
Q2 		$10K Sell
172
-78
-31% -$4.69K 0.01% 492
2021
Q1 		$15K Sell
250
-105
-30% -$5.9K 0.01% 402
2020
Q4 		$18K Buy
+355
New +$16.6K 0.02% 169
2018
Q3 		$21K Hold
489
– – 0.01% 341
2018
Q2 		$21K Hold
489
– – 0.02% 310
2018
Q1 		$20K Hold
489
– – 0.02% 292
2017
Q4 		$21K Buy
+489
New +$19.5K 0.02% 299

Other funds holding FXD

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return