Eudaimonia Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-595	Closed	-$34K	–	738
2021 Q1	$34K	Sell	595 -200	-25%	-$10.7K	0.01%	762
2020 Q4	$40K	Hold	795	–	–	0.01%	664
2020 Q3	$33K	Hold	795	–	–	0.01%	657
2020 Q2	$30K	Buy	+795	New	+$27.7K	0.01%	622
2020 Q1	–	Sell	-812	Closed	-$37K	–	707
2019 Q4	$37K	Buy	+812	New	+$35.4K	0.01%	552

Other funds holding FXR

First Trust Advisors

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 $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return