Founders Financial Securities’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Founders Financial Securities’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	-9,492	Closed	-$538K	–	306
2021 Q1	$538K	Buy	+9,492	New	+$507K	0.12%	145
2018 Q4	–	Sell	-17,482	Closed	-$741K	–	104
2018 Q3	$741K	Sell	17,482 -261	-1%	-$10.8K	0.21%	65
2018 Q2	$694K	Buy	17,743 +445	+3%	+$17.7K	0.21%	68
2018 Q1	$685K	Sell	17,298 -162	-0.9%	-$6.61K	0.22%	68
2017 Q4	$709K	Sell	17,460 -745	-4%	-$28.8K	0.24%	59
2017 Q3	$676K	Sell	18,205 -399	-2%	-$14.3K	0.24%	60
2017 Q2	$658K	Buy	18,604 +489	+3%	+$17K	0.25%	63
2017 Q1	$622K	Sell	18,115 -755	-4%	-$25.8K	0.24%	60
2016 Q4	$620K	Buy	+18,870	New	+$591K	0.26%	51

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Founders Financial Securities's FXR Position: Q2 2021 in Review

Founders Financial Securities sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2021, closing a stake of 9,492 shares — an estimated $538K sold.

Founders Financial Securities first reported a position in FXR in Q4 2016 and held it in 9 quarters. The position peaked at $741K in Q3 2018. 148 funds tracked by Wall St. Rank hold FXR as of Q2 2021.

Founders Financial Securities reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Founders Financial Securities sold 9,492 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2021, an estimated $538K.
Founders Financial Securities first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2016 and held it in 9 quarters.
Founders Financial Securities's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $741K in Q3 2018.
148 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.