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Hancock Whitney Investment Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Hancock Whitney Investment 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
2022
Q2 		$203K Buy
4,219
+10
+0.2% +$526 0.13% 54
2022
Q1 		$238K Buy
4,209
+7
+0.2% +$404 0.14% 58
2021
Q4 		$262K Buy
+4,202
New +$255K 0.05% 250

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Hancock Whitney Investment Services's FXR Position: Q2 2022 in Review

Hancock Whitney Investment Services increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 0.24% in Q2 2022, buying an estimated $526 and bringing the position to 4,219 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #54.

Hancock Whitney Investment Services first reported a position in FXR in Q4 2021 and has held it in 3 quarters since. The position peaked at $262K in Q4 2021. 159 funds tracked by Wall St. Rank hold FXR as of Q2 2022.

  • Hancock Whitney Investment Services held 4,219 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $203K as of Q2 2022.
  • Hancock Whitney Investment Services bought 10 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2022, an estimated $526.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.13% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #54 holding.
  • Hancock Whitney Investment Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $262K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.