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Wealth Quarterback’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Wealth Quarterback’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
-1,990
Closed -$54 – 1042
2019
Q4 		$54 Buy
+1,990
New +$86.8K ﹤0.01% 996

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

Wealth Quarterback's FXD Position: Q1 2020 in Review

Wealth Quarterback sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2020, closing a stake of 1,990 shares — an estimated $54 sold.

Wealth Quarterback first reported a position in FXD in Q4 2019 and held it in 1 quarter. The position peaked at $54 in Q4 2019. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

  • Wealth Quarterback reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 1,990 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $54.
  • Wealth Quarterback first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $54 in Q4 2019.
  • 77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.