WI
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WBI Investments’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-22,226
Closed -$822K – 320
2017
Q2 		$822K Buy
+22,226
New +$815K 0.04% 219

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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments's FXD Position: Q3 2017 in Review

WBI Investments sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2017, closing a stake of 22,226 shares — an estimated $822K sold.

WBI Investments first reported a position in FXD in Q2 2017 and held it in 1 quarter. The position peaked at $822K in Q2 2017. 89 funds tracked by Wall St. Rank hold FXD as of Q3 2017.

  • WBI Investments reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 22,226 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2017, an estimated $822K.
  • WBI Investments first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • WBI Investments's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $822K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.