World Equity Group’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-14,448	Closed	-$513K	–	406
2023 Q1	$513K	Buy	+14,448	New	+$758K	0.08%	276
2022 Q2	–	Sell	-9,739	Closed	-$531K	–	362
2022 Q1	$531K	Buy	+9,739	New	+$554K	0.11%	200

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RJA

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

World Equity Group's FXD Position: Q2 2023 in Review

World Equity Group sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2023, closing a stake of 14,448 shares — an estimated $513K sold.

World Equity Group first reported a position in FXD in Q1 2022 and held it in 2 quarters. The position peaked at $531K in Q1 2022. 145 funds tracked by Wall St. Rank hold FXD as of Q2 2023.

World Equity Group reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 14,448 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2023, an estimated $513K.
World Equity Group first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
World Equity Group's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $531K in Q1 2022.
145 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.