PW
FXR icon

Price Wealth’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Price Wealth’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
Q4 		– Sell
-961
Closed -$40K – 417
2019
Q3 		$40K Buy
+961
New +$40K 0.01% 129

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
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Price Wealth's FXR Position: Q4 2019 in Review

Price Wealth sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2019, closing a stake of 961 shares — an estimated $40K sold.

Price Wealth first reported a position in FXR in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 102 funds tracked by Wall St. Rank hold FXR as of Q4 2019.

  • Price Wealth reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Price Wealth sold 961 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2019, an estimated $40K.
  • Price Wealth first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Price Wealth's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $40K in Q3 2019.
  • 102 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.