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LexAurum Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

LexAurum 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
2021
Q3 		– Sell
-27,221
Closed -$1.61M – 282
2021
Q2 		$1.61M Buy
+27,221
New +$1.61M 0.48% 58
2018
Q1 		– Sell
-26,331
Closed -$1.12M – 152
2017
Q4 		$1.12M Buy
+26,331
New +$1.02M 1.05% 26

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LexAurum Advisors's FXR Position: Q3 2021 in Review

LexAurum Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2021, closing a stake of 27,221 shares — an estimated $1.61M sold.

LexAurum Advisors first reported a position in FXR in Q4 2017 and held it in 2 quarters. The position peaked at $1.61M in Q2 2021. 145 funds tracked by Wall St. Rank hold FXR as of Q3 2021.

  • LexAurum Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • LexAurum Advisors sold 27,221 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2021, an estimated $1.61M.
  • LexAurum Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • LexAurum Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.61M in Q2 2021.
  • 145 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2021.

Based on LexAurum Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.