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Gradient Investments’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Gradient Investments’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
2013
Q3 		– Sell
-44
Closed -$1K – 533
2013
Q2 		$1K Buy
+44
New +$984 ﹤0.01% 410

Other funds holding FXR

NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gradient Investments's FXR Position: Q3 2013 in Review

Gradient Investments sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2013, closing a stake of 44 shares — an estimated $1K sold.

Gradient Investments first reported a position in FXR in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 40 funds tracked by Wall St. Rank hold FXR as of Q3 2013.

  • Gradient Investments reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 44 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2013, an estimated $1K.
  • Gradient Investments first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.