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Advisor Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Advisor Partners’s Portfolio FXR Stock Details FXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,923
Closed -$202K – 646
2018
Q4 		$202K Sell
5,923
-1,062
-15% -$39.9K 0.03% 550
2018
Q3 		$296K Buy
6,985
+1,500
+27% +$62.3K 0.04% 455
2018
Q2 		$214K Buy
+5,485
New +$218K 0.04% 525
2018
Q1 		– Sell
-5,409
Closed -$230K – 581
2017
Q4 		$230K Buy
+5,409
New +$209K 0.04% 489

Other funds holding FXR

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return