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

Kingsview 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
2020
Q1 		– Sell
-7,551
Closed -$341K – 531
2019
Q4 		$341K Buy
+7,551
New +$330K 0.04% 348

Other funds holding FXR

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kingsview Wealth Management's FXR Position: Q1 2020 in Review

Kingsview Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2020, closing a stake of 7,551 shares — an estimated $341K sold.

Kingsview Wealth Management first reported a position in FXR in Q4 2019 and held it in 1 quarter. The position peaked at $341K in Q4 2019. 72 funds tracked by Wall St. Rank hold FXR as of Q1 2020.

  • Kingsview Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,551 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2020, an estimated $341K.
  • Kingsview Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Kingsview Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $341K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.