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Well Done LLC’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Well Done LLC’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
2018
Q2 		– Sell
-1,704
Closed -$70K – 266
2018
Q1 		$70K Buy
+1,704
New +$72.8K 0.02% 202

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Well Done LLC's FXD Position: Q2 2018 in Review

Well Done LLC sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2018, closing a stake of 1,704 shares — an estimated $70K sold.

Well Done LLC first reported a position in FXD in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 93 funds tracked by Wall St. Rank hold FXD as of Q2 2018.

  • Well Done LLC reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Well Done LLC sold 1,704 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2018, an estimated $70K.
  • Well Done LLC first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Well Done LLC's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $70K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.