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

Wealthfront’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
2015
Q3 		– Sell
-559
Closed -$20K – 1311
2015
Q2 		$20K Buy
+559
New +$20.7K ﹤0.01% 634

Other funds holding FXD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront's FXD Position: Q3 2015 in Review

Wealthfront sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2015, closing a stake of 559 shares — an estimated $20K sold.

Wealthfront first reported a position in FXD in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 109 funds tracked by Wall St. Rank hold FXD as of Q3 2015.

  • Wealthfront reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 559 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2015, an estimated $20K.
  • Wealthfront first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Wealthfront's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $20K in Q2 2015.
  • 109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.