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LVZ Inc’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

LVZ Inc’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
2018
Q2 		– Sell
-6,012
Closed -$238K – 76
2018
Q1 		$238K Sell
6,012
-81
-1% -$3.3K 0.06% 55
2017
Q4 		$247K Buy
6,093
+465
+8% +$18K 0.07% 64
2017
Q3 		$209K Buy
+5,628
New +$201K 0.07% 66

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LVZ Inc's FXR Position: Q2 2018 in Review

LVZ Inc sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2018, closing a stake of 6,012 shares — an estimated $238K sold.

LVZ Inc first reported a position in FXR in Q3 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 116 funds tracked by Wall St. Rank hold FXR as of Q2 2018.

  • LVZ Inc reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • LVZ Inc sold 6,012 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2018, an estimated $238K.
  • LVZ Inc first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2017 and held it in 3 quarters.
  • LVZ Inc's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $247K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2018.

Based on LVZ Inc's 13F filing for Q2 2018, filed 2 Aug 2018.