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

Halpern Financial’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
2022
Q1 		– Sell
-350
Closed -$21.8K – 241
2021
Q4 		$21.8K Hold
350
– – 0.01% 134
2021
Q3 		$20.1K Buy
+350
New +$20.8K 0.01% 114

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Halpern Financial's FXR Position: Q1 2022 in Review

Halpern Financial sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2022, closing a stake of 350 shares — an estimated $21.8K sold.

Halpern Financial first reported a position in FXR in Q3 2021 and held it in 2 quarters. The position peaked at $21.8K in Q4 2021. 157 funds tracked by Wall St. Rank hold FXR as of Q1 2022.

  • Halpern Financial reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 350 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2022, an estimated $21.8K.
  • Halpern Financial first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2021 and held it in 2 quarters.
  • Halpern Financial's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $21.8K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.