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Foundations Investment Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Foundations Investment Advisors’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
2023
Q2 		– Sell
-3,661
Closed -$203K – 593
2023
Q1 		$203K Buy
+3,661
New +$202K 0.01% 478

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
Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's FXR Position: Q2 2023 in Review

Foundations Investment Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2023, closing a stake of 3,661 shares — an estimated $203K sold.

Foundations Investment Advisors first reported a position in FXR in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 167 funds tracked by Wall St. Rank hold FXR as of Q2 2023.

  • Foundations Investment Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,661 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2023, an estimated $203K.
  • Foundations Investment Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $203K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.