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

Mutual 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
2019
Q3 		– Sell
-12,557
Closed -$532K – 562
2019
Q2 		$532K Buy
+12,557
New +$514K 0.07% 317

Other funds holding FXR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Mutual Advisors's FXR Position: Q3 2019 in Review

Mutual Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2019, closing a stake of 12,557 shares — an estimated $532K sold.

Mutual Advisors first reported a position in FXR in Q2 2019 and held it in 1 quarter. The position peaked at $532K in Q2 2019. 87 funds tracked by Wall St. Rank hold FXR as of Q3 2019.

  • Mutual Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Mutual Advisors sold 12,557 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2019, an estimated $532K.
  • Mutual Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Mutual Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $532K in Q2 2019.
  • 87 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2019.

Based on Mutual Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.