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Equitable Holdings’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-5,650
Closed -$214K – 636
2020
Q2 		$214K Buy
+5,650
New +$197K 0.01% 580

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Equitable Holdings's FXR Position: Q3 2020 in Review

Equitable Holdings sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2020, closing a stake of 5,650 shares — an estimated $214K sold.

Equitable Holdings first reported a position in FXR in Q2 2020 and held it in 1 quarter. The position peaked at $214K in Q2 2020. 77 funds tracked by Wall St. Rank hold FXR as of Q3 2020.

  • Equitable Holdings reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Equitable Holdings sold 5,650 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2020, an estimated $214K.
  • Equitable Holdings first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Equitable Holdings's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $214K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2020.

Based on Equitable Holdings's 13F filing for Q3 2020, filed 13 Nov 2020.