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Ignite Planners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Ignite Planners’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
-3,402
Closed -$202K – 333
2023
Q2 		$202K Buy
+3,402
New +$189K 0.08% 244

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

Ignite Planners's FXR Position: Q3 2023 in Review

Ignite Planners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2023, closing a stake of 3,402 shares — an estimated $202K sold.

Ignite Planners first reported a position in FXR in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 173 funds tracked by Wall St. Rank hold FXR as of Q3 2023.

  • Ignite Planners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Ignite Planners sold 3,402 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2023, an estimated $202K.
  • Ignite Planners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Ignite Planners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $202K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2023.

Based on Ignite Planners's 13F filing for Q3 2023, filed 11 Oct 2023.