Harel Insurance Investments & Financial Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Harel Insurance Investments & Financial 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
2024 Q3	–	Sell	-53,900	Closed	-$3.67M	–	519
2024 Q2	$3.67M	Hold	53,900	–	–	0.07%	93
2024 Q1	$3.93M	Hold	53,900	–	–	0.08%	85
2023 Q4	$3.5M	Hold	53,900	–	–	0.06%	104
2023 Q3	$3.1M	Hold	53,900	–	–	0.06%	102
2023 Q2	$3.24M	Hold	53,900	–	–	0.08%	79
2023 Q1	$2.99M	Buy	+53,900	New	+$2.98M	0.06%	115
2018 Q1	–	Sell	-8,269	Closed	-$336K	–	466
2017 Q4	$336K	Buy	8,269 +2,609	+46%	+$101K	0.02%	167
2017 Q3	$210K	Hold	5,660	–	–	0.02%	168
2017 Q2	$200K	Hold	5,660	–	–	0.02%	185
2017 Q1	$191K	Buy	+5,660	New	+$193K	0.02%	163

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FXR Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2024, closing a stake of 53,900 shares — an estimated $3.67M sold.

Harel Insurance Investments & Financial Services first reported a position in FXR in Q1 2017 and held it in 10 quarters. The position peaked at $3.93M in Q1 2024. 173 funds tracked by Wall St. Rank hold FXR as of Q3 2024.

Harel Insurance Investments & Financial Services reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 53,900 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2024, an estimated $3.67M.
Harel Insurance Investments & Financial Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2017 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $3.93M in Q1 2024.
173 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.