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

IHT 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
2017 Q4	–	Sell	-210	Closed	-$8K	–	1720
2017 Q3	$8K	Hold	210	–	–	﹤0.01%	1003
2017 Q2	$1.18M	Hold	210	–	–	0.57%	32
2017 Q1	$7K	Hold	210	–	–	﹤0.01%	906
2016 Q4	$7K	Buy	+210	New	+$6.58K	0.01%	867

Other funds holding FXR

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

RJFSA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

IHT Wealth Management's FXR Position: Q4 2017 in Review

IHT Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2017, closing a stake of 210 shares — an estimated $8K sold.

IHT Wealth Management first reported a position in FXR in Q4 2016 and held it in 4 quarters. The position peaked at $1.18M in Q2 2017. 132 funds tracked by Wall St. Rank hold FXR as of Q4 2017.

IHT Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
IHT Wealth Management sold 210 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2017, an estimated $8K.
IHT Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2016 and held it in 4 quarters.
IHT Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.18M in Q2 2017.
132 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.