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D'Orazio & Associates’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

D'Orazio & Associates’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
2019
Q2 		– Sell
-63
Closed -$3K – 345
2019
Q1 		$3K Buy
+63
New +$2.42K ﹤0.01% 298

Other funds holding FXR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

D'Orazio & Associates's FXR Position: Q2 2019 in Review

D'Orazio & Associates sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2019, closing a stake of 63 shares — an estimated $3K sold.

D'Orazio & Associates first reported a position in FXR in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 94 funds tracked by Wall St. Rank hold FXR as of Q2 2019.

  • D'Orazio & Associates reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 63 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2019, an estimated $3K.
  • D'Orazio & Associates first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • D'Orazio & Associates's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $3K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2019.

Based on D'Orazio & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.