Institutional & Family Asset Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Institutional & Family Asset 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
2018 Q2	–	Sell	-2,067	Closed	-$82K	–	853
2018 Q1	$82K	Buy	+2,067	New	+$84.3K	0.02%	277

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Institutional & Family Asset Management's FXR Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2018, closing a stake of 2,067 shares — an estimated $82K sold.

Institutional & Family Asset Management first reported a position in FXR in Q1 2018 and held it in 1 quarter. The position peaked at $82K in Q1 2018. 117 funds tracked by Wall St. Rank hold FXR as of Q2 2018.

Institutional & Family Asset Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 2,067 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2018, an estimated $82K.
Institutional & Family Asset Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
Institutional & Family Asset Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $82K in Q1 2018.
117 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.