First Personal Financial Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-168	Closed	-$7K	–	763
2018 Q1	$7K	Hold	168	–	–	﹤0.01%	858
2017 Q4	$7K	Hold	168	–	–	﹤0.01%	848
2017 Q3	$6K	Buy	+168	New	+$6K	﹤0.01%	767

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

RJA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

First Personal Financial Services's FXR Position: Q2 2018 in Review

First Personal Financial Services sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2018, closing a stake of 168 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in FXR in Q3 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 116 funds tracked by Wall St. Rank hold FXR as of Q2 2018.

First Personal Financial Services reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 168 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2018, an estimated $7K.
First Personal Financial Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2017 and held it in 3 quarters.
First Personal Financial Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $7K in Q1 2018.
116 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.