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Iams Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-5,028
Closed -$300K – 171
2023
Q2 		$300K Buy
+5,028
New +$279K 0.11% 110

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Iams Wealth Management's FXR Position: Q1 2023 in Review

Iams Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2023, closing a stake of 9,429 shares — an estimated $486K sold.

Iams Wealth Management first reported a position in FXR in Q4 2022 and held it in 1 quarter. The position peaked at $486K in Q4 2022. 181 funds tracked by Wall St. Rank hold FXR as of Q1 2023.

  • Iams Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Iams Wealth Management sold 9,429 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2023, an estimated $486K.
  • Iams Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Iams Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $486K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2023.

Based on Iams Wealth Management's 13F filing for Q1 2023, filed 30 Oct 2023.