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Watson Rebecca’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-177
Closed -$7K – 185
2020
Q2 		$7K Buy
+177
New +$5.96K ﹤0.01% 277

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Watson Rebecca's FXD Position: Q3 2020 in Review

Watson Rebecca sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2020, closing a stake of 177 shares — an estimated $7K sold.

Watson Rebecca first reported a position in FXD in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 110 funds tracked by Wall St. Rank hold FXD as of Q3 2020.

  • Watson Rebecca reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 177 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2020, an estimated $7K.
  • Watson Rebecca first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $7K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.