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Oakworth Capital’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Oakworth Capital’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
Q2 		– Sell
-47
Closed -$1K – 568
2020
Q1 		$1K Buy
+47
New +$1.91K ﹤0.01% 504

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oakworth Capital's FXR Position: Q2 2020 in Review

Oakworth Capital sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2020, closing a stake of 47 shares — an estimated $1K sold.

Oakworth Capital first reported a position in FXR in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 72 funds tracked by Wall St. Rank hold FXR as of Q2 2020.

  • Oakworth Capital reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Oakworth Capital sold 47 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2020, an estimated $1K.
  • Oakworth Capital first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Oakworth Capital's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2020.

Based on Oakworth Capital's 13F filing for Q2 2020, filed 11 Aug 2020.