PWAG
FXR icon

Polaris Wealth Advisory Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Polaris Wealth Advisory 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
Q3 		– Sell
-142
Closed -$6K – 521
2018
Q2 		$6K Sell
142
-152
-52% -$6.04K ﹤0.01% 219
2018
Q1 		$12K Buy
+294
New +$12K ﹤0.01% 344

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Polaris Wealth Advisory Group's FXR Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2018, closing a stake of 142 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in FXR in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 115 funds tracked by Wall St. Rank hold FXR as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 142 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2018, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $12K in Q1 2018.
  • 115 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.