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Measured Wealth Private Client Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-55
Closed -$2K – 329
2018
Q3 		$2K Buy
+55
New +$2.28K ﹤0.01% 769

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Measured Wealth Private Client Group's FXR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2018, closing a stake of 55 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in FXR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 97 funds tracked by Wall St. Rank hold FXR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 55 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2018, an estimated $2K.
  • Measured Wealth Private Client Group first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $2K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.