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Ayalon Insurance Company’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Ayalon Insurance Company’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
Q2 		– Sell
-3,660
Closed -$105K – 130
2020
Q1 		$105K Hold
3,660
– – 0.08% 72
2019
Q4 		$165K Buy
+3,660
New +$160K 0.1% 62

Other funds holding FXR

Wells Fargo
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Morgan Stanley
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ayalon Insurance Company's FXR Position: Q2 2020 in Review

Ayalon Insurance Company sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2020, closing a stake of 3,660 shares — an estimated $105K sold.

Ayalon Insurance Company first reported a position in FXR in Q4 2019 and held it in 2 quarters. The position peaked at $165K in Q4 2019. 72 funds tracked by Wall St. Rank hold FXR as of Q2 2020.

  • Ayalon Insurance Company reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Ayalon Insurance Company sold 3,660 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2020, an estimated $105K.
  • Ayalon Insurance Company first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Ayalon Insurance Company's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $165K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2020.

Based on Ayalon Insurance Company's 13F filing for Q2 2020, filed 7 Jul 2020.