Creative Planning
FXR icon

Creative Planning’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Creative Planning’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
2017
Q4 		– Sell
-12,282
Closed -$456K – 1945
2017
Q3 		$456K Buy
12,282
+12,027
+4,716% +$430K ﹤0.01% 1101
2017
Q2 		$9K Sell
255
-229
-47% -$7.96K ﹤0.01% 3685
2017
Q1 		$17K Buy
+484
New +$16.5K ﹤0.01% 3224
2016
Q4 		– Sell
-24,000
Closed -$707K – 4688
2016
Q3 		$707K Buy
+24,000
New +$692K ﹤0.01% 742
2016
Q2 		– Sell
-21,000
Closed -$583K – 4403
2016
Q1 		$583K Buy
+21,000
New +$532K ﹤0.01% 693
2015
Q2 		– Sell
-33
Closed -$1K – 1792
2015
Q1 		$1K Hold
33
– – ﹤0.01% 4021
2014
Q4 		$1K Sell
33
-600
-95% -$17.8K ﹤0.01% 3971
2014
Q3 		$19K Sell
633
-452
-42% -$13.7K ﹤0.01% 2576
2014
Q2 		$33K Sell
1,085
-28,524
-96% -$850K ﹤0.01% 2160
2014
Q1 		$873K Buy
29,609
+29,000
+4,762% +$828K 0.01% 417
2013
Q4 		$17K Hold
609
– – ﹤0.01% 2283
2013
Q3 		$15K Sell
609
-200
-25% -$4.83K ﹤0.01% 2246
2013
Q2 		$18K Buy
+809
New +$18.1K ﹤0.01% 1990

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return