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

Liberty 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
Q4 		– Sell
-533
Closed -$22K – 993
2020
Q3 		$22K Buy
+533
New +$21.5K 0.01% 380

Other funds holding FXR

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Liberty Wealth Management's FXR Position: Q4 2020 in Review

Liberty Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2020, closing a stake of 533 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in FXR in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 104 funds tracked by Wall St. Rank hold FXR as of Q4 2020.

  • Liberty Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 533 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2020, an estimated $22K.
  • Liberty Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Liberty Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $22K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.