FANJ
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Financial Architects (New Jersey)’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-1,340
Closed -$54K – 1460
2017
Q4 		$54K Hold
1,340
– – 0.01% 665
2017
Q3 		$50K Buy
1,340
+21
+2% +$751 0.01% 680
2017
Q2 		$47K Buy
+1,319
New +$45.8K 0.01% 696

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Financial Architects (New Jersey)'s FXR Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2018, closing a stake of 1,340 shares — an estimated $54K sold.

Financial Architects (New Jersey) first reported a position in FXR in Q2 2017 and held it in 3 quarters. The position peaked at $54K in Q4 2017. 138 funds tracked by Wall St. Rank hold FXR as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,340 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2018, an estimated $54K.
  • Financial Architects (New Jersey) first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2017 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $54K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.