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

Ausdal Financial 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
2016
Q1 		– Sell
-1,281
Closed -$33K – 527
2015
Q4 		$33K Buy
+1,281
New +$34.7K 0.02% 572

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM

Ausdal Financial Partners's FXR Position: Q1 2016 in Review

Ausdal Financial Partners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2016, closing a stake of 1,281 shares — an estimated $33K sold.

Ausdal Financial Partners first reported a position in FXR in Q4 2015 and held it in 1 quarter. The position peaked at $33K in Q4 2015. 53 funds tracked by Wall St. Rank hold FXR as of Q1 2016.

  • Ausdal Financial Partners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,281 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2016, an estimated $33K.
  • Ausdal Financial Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $33K in Q4 2015.
  • 53 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.