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

WealthShield 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
2019
Q2 		– Sell
-2,448
Closed -$103K – 245
2019
Q1 		$103K Buy
+2,448
New +$99.8K 0.06% 172

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

WealthShield Partners's FXD Position: Q2 2019 in Review

WealthShield Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2019, closing a stake of 2,448 shares — an estimated $103K sold.

WealthShield Partners first reported a position in FXD in Q1 2019 and held it in 1 quarter. The position peaked at $103K in Q1 2019. 102 funds tracked by Wall St. Rank hold FXD as of Q2 2019.

  • WealthShield Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 2,448 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2019, an estimated $103K.
  • WealthShield Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • WealthShield Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $103K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.