Coppell Advisory Solutions Corp’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Coppell Advisory Solutions 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
2024 Q1	$3.87M	Buy	+53,039	New	+$3.56M	0.73%	33
2023 Q1	$931K	Sell	17,087 -5,037	-23%	-$278K	0.31%	86
2022 Q4	$1.14M	Buy	+22,124	New	+$1.13M	0.39%	68

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

RJA

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

Coppell Advisory Solutions Corp's FXR Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2024: 53,039 shares worth $3.87M. The stake represents 0.73% of the portfolio and ranks #33 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FXR as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FXR in Q4 2022 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FXR as of Q1 2024.

Coppell Advisory Solutions Corp held 53,039 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $3.87M as of Q1 2024.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.73% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #33 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.