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Harbor Investment Advisory’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Harbor Investment Advisory’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 		– Sell
-1,601
Closed -$90K – 1354
2022
Q1 		$90K Hold
1,601
– – 0.01% 562
2021
Q4 		$100K Buy
+1,601
New +$97.3K 0.01% 532

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Harbor Investment Advisory's FXR Position: Q2 2022 in Review

Harbor Investment Advisory sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2022, closing a stake of 1,601 shares — an estimated $90K sold.

Harbor Investment Advisory first reported a position in FXR in Q4 2021 and held it in 2 quarters. The position peaked at $100K in Q4 2021. 158 funds tracked by Wall St. Rank hold FXR as of Q2 2022.

  • Harbor Investment Advisory reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,601 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2022, an estimated $90K.
  • Harbor Investment Advisory first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Harbor Investment Advisory's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $100K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2022.

Based on Harbor Investment Advisory's 13F filing for Q2 2022, filed 18 Jul 2022.