Doyle Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-1,548	Closed	-$66K	–	397
2019 Q2	$66K	Buy	+1,548	New	+$63.4K	0.01%	316
2019 Q1	–	Sell	-1,548	Closed	-$53K	–	382
2018 Q4	$53K	Buy	+1,548	New	+$58.1K	0.01%	343

Other funds holding FXR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Doyle Wealth Management's FXR Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2019, closing a stake of 1,548 shares — an estimated $66K sold.

Doyle Wealth Management first reported a position in FXR in Q4 2018 and held it in 2 quarters. The position peaked at $66K in Q2 2019. 87 funds tracked by Wall St. Rank hold FXR as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,548 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2019, an estimated $66K.
Doyle Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $66K in Q2 2019.
87 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.