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

WhitTier Trust Company’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
Q1 		– Sell
-669
Closed -$25K – 1020
2018
Q4 		$25K Buy
+669
New +$26.8K ﹤0.01% 693

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
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WP
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WhitTier Trust Company's FXD Position: Q1 2019 in Review

WhitTier Trust Company sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2019, closing a stake of 669 shares — an estimated $25K sold.

WhitTier Trust Company first reported a position in FXD in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 100 funds tracked by Wall St. Rank hold FXD as of Q1 2019.

  • WhitTier Trust Company reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • WhitTier Trust Company sold 669 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2019, an estimated $25K.
  • WhitTier Trust Company first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • WhitTier Trust Company's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $25K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.