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Associated Banc-Corp’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Associated Banc-Corp’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
2020
Q4 		– Sell
-443
Closed -$18K – 999
2020
Q3 		$18K Buy
+443
New +$17.9K ﹤0.01% 402

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Associated Banc-Corp's FXR Position: Q4 2020 in Review

Associated Banc-Corp sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2020, closing a stake of 443 shares — an estimated $18K sold.

Associated Banc-Corp first reported a position in FXR in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 104 funds tracked by Wall St. Rank hold FXR as of Q4 2020.

  • Associated Banc-Corp reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Associated Banc-Corp sold 443 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2020, an estimated $18K.
  • Associated Banc-Corp first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Associated Banc-Corp's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $18K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2020.

Based on Associated Banc-Corp's 13F filing for Q4 2020, filed 11 Feb 2021.