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Independent Portfolio Consultants’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Independent Portfolio Consultants’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
Q2 		$596K Sell
16,860
-23,715
-58% -$824K 0.25% 130
2017
Q1 		$1.39M Buy
+40,575
New +$1.39M 0.48% 40
2014
Q4 		– Sell
-3,795
Closed -$111K – 820
2014
Q3 		$111K Hold
3,795
– – 0.03% 530
2014
Q2 		$116K Buy
+3,795
New +$113K 0.03% 506

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's FXR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 58% in Q2 2017, selling an estimated $824K and leaving 16,860 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #130.

Independent Portfolio Consultants first reported a position in FXR in Q2 2014 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2017. 110 funds tracked by Wall St. Rank hold FXR as of Q2 2017.

  • Independent Portfolio Consultants held 16,860 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $596K as of Q2 2017.
  • Independent Portfolio Consultants sold 23,715 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2017, an estimated $824K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.25% of Independent Portfolio Consultants's portfolio in Q2 2017, its #130 holding.
  • Independent Portfolio Consultants first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2014 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.39M in Q1 2017.
  • 110 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.