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Orion Portfolio Solutions’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-268
Closed -$10K – 1028
2020
Q2 		$10K Hold
268
– – ﹤0.01% 1210
2020
Q1 		$8K Hold
268
– – ﹤0.01% 1147
2019
Q4 		$12K Buy
+268
New +$11.7K ﹤0.01% 943

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
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
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Orion Portfolio Solutions's FXR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2020, closing a stake of 268 shares — an estimated $10K sold.

Orion Portfolio Solutions first reported a position in FXR in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 77 funds tracked by Wall St. Rank hold FXR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 268 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2020, an estimated $10K.
  • Orion Portfolio Solutions first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $12K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.