Wilbanks Smith & Thomas Asset Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q3	–	Sell	-6,791	Closed	-$291K	–	431
2019 Q2	$291K	Buy	+6,791	New	+$290K	0.02%	317

Other funds holding FXD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FXD Position: Q3 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2019, closing a stake of 6,791 shares — an estimated $291K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FXD in Q2 2019 and held it in 1 quarter. The position peaked at $291K in Q2 2019. 94 funds tracked by Wall St. Rank hold FXD as of Q3 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,791 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2019, an estimated $291K.
Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $291K in Q2 2019.
94 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2019, filed 6 Nov 2019.