Hochman Cole Investment Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$303K	Hold	5,285	–	–	0.12%	107
2021 Q2	$312K	Hold	5,285	–	–	0.12%	100
2021 Q1	$299K	Hold	5,285	–	–	0.13%	99
2020 Q4	$265K	Hold	5,285	–	–	0.11%	104
2020 Q3	$216K	Hold	5,285	–	–	0.11%	107
2020 Q2	$200K	Buy	+5,285	New	+$184K	0.11%	105
2020 Q1	–	Sell	-5,285	Closed	-$239K	–	109
2019 Q4	$239K	Hold	5,285	–	–	0.13%	103
2019 Q3	$221K	Hold	5,285	–	–	0.14%	100
2019 Q2	$224K	Hold	5,285	–	–	0.13%	103
2019 Q1	$211K	Buy	+5,285	New	+$203K	0.13%	107
2018 Q4	–	Sell	-5,285	Closed	-$224K	–	113
2018 Q3	$224K	Buy	+5,285	New	+$220K	0.14%	101

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Hochman Cole Investment Advisors's FXR Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q3 2021 at 5,285 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #107.

Hochman Cole Investment Advisors first reported a position in FXR in Q3 2018 and has held it in 11 quarters since. The position peaked at $312K in Q2 2021. 145 funds tracked by Wall St. Rank hold FXR as of Q3 2021.

Hochman Cole Investment Advisors held 5,285 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $303K as of Q3 2021.
Hochman Cole Investment Advisors left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q3 2021.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #107 holding.
Hochman Cole Investment Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2018 and has held it in 11 quarters since.
Hochman Cole Investment Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $312K in Q2 2021.
145 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.