JP Morgan Private Wealth Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

JP Morgan Private Wealth Advisors’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 Q2	–	Sell	-6,241	Closed	-$347K	–	1631
2023 Q1	$347K	Sell	6,241 -5,519	-47%	-$305K	﹤0.01%	1617
2022 Q4	$606K	Buy	11,760 +1,377	+13%	+$70.1K	﹤0.01%	1393
2022 Q3	$477K	Buy	+10,383	New	+$530K	﹤0.01%	1476

Other funds holding FXR

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

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

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

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

RJFSA

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

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

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's FXR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2023, closing a stake of 6,241 shares — an estimated $347K sold.

JP Morgan Private Wealth Advisors first reported a position in FXR in Q3 2022 and held it in 3 quarters. The position peaked at $606K in Q4 2022. 166 funds tracked by Wall St. Rank hold FXR as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,241 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2023, an estimated $347K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $606K in Q4 2022.
166 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.