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

WealthPLAN Partners’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
2016
Q3 		$64.5K Sell
1,831
-2,561
-58% -$90.9K 0.02% 296
2016
Q2 		$61.8K Buy
+4,392
New +$150K 0.01% 812
2015
Q4 		$62.6K Buy
+6,953
New +$244K 0.01% 559

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

WealthPLAN Partners's FXD Position: Q3 2016 in Review

WealthPLAN Partners reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 58% in Q3 2016, selling an estimated $90.9K and leaving 1,831 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #296.

WealthPLAN Partners first reported a position in FXD in Q4 2015 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold FXD as of Q3 2016.

  • WealthPLAN Partners held 1,831 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $64.5K as of Q3 2016.
  • WealthPLAN Partners sold 2,561 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2016, an estimated $90.9K.
  • First Trust Consumer Discretionary AlphaDEX Fund made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #296 holding.
  • WealthPLAN Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2015 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.