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Lee Financial’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Lee Financial’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
Q1 		– Sell
-317
Closed -$20.6K – 416
2023
Q4 		$20.6K Hold
317
– – ﹤0.01% 319
2023
Q3 		$18.2K Buy
+317
New +$19K ﹤0.01% 317

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial's FXR Position: Q1 2024 in Review

Lee Financial sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2024, closing a stake of 317 shares — an estimated $20.6K sold.

Lee Financial first reported a position in FXR in Q3 2023 and held it in 2 quarters. The position peaked at $20.6K in Q4 2023. 172 funds tracked by Wall St. Rank hold FXR as of Q1 2024.

  • Lee Financial reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 317 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2024, an estimated $20.6K.
  • Lee Financial first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
  • Lee Financial's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $20.6K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.