Milestone Advisory Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Milestone Advisory Partners’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 Q1	–	Sell	-8,577	Closed	-$387K	–	45
2019 Q4	$387K	Hold	8,577	–	–	0.2%	39
2019 Q3	$359K	Hold	8,577	–	–	0.2%	40
2019 Q2	$364K	Hold	8,577	–	–	0.22%	38
2019 Q1	$342K	Hold	8,577	–	–	0.22%	38
2018 Q4	$290K	Hold	8,577	–	–	0.25%	34
2018 Q3	$363K	Hold	8,577	–	–	0.26%	35
2018 Q2	$335K	Hold	8,577	–	–	0.25%	35
2018 Q1	$340K	Hold	8,577	–	–	0.25%	34
2017 Q4	$348K	Buy	+8,577	New	+$332K	0.26%	35

Other funds holding FXR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Milestone Advisory Partners's FXR Position: Q1 2020 in Review

Milestone Advisory Partners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2020, closing a stake of 8,577 shares — an estimated $387K sold.

Milestone Advisory Partners first reported a position in FXR in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q4 2019. 72 funds tracked by Wall St. Rank hold FXR as of Q1 2020.

Milestone Advisory Partners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 8,577 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2020, an estimated $387K.
Milestone Advisory Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $387K in Q4 2019.
72 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.