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Impact Partnership Wealth’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-500
Closed -$36.5K – 395
2024
Q1 		$36.5K Hold
500
– – 0.01% 347
2023
Q4 		$32.4K Hold
500
– – 0.01% 373
2023
Q3 		$28.7K Buy
+500
New +$30K 0.01% 454

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impact Partnership Wealth's FXR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2024, closing a stake of 500 shares — an estimated $36.5K sold.

Impact Partnership Wealth first reported a position in FXR in Q3 2023 and held it in 3 quarters. The position peaked at $36.5K in Q1 2024. 171 funds tracked by Wall St. Rank hold FXR as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 500 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2024, an estimated $36.5K.
  • Impact Partnership Wealth first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $36.5K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.