Psagot Value Holdings’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Psagot Value Holdings’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
2021 Q2	–	Sell	-235,234	Closed	-$13.3M	–	459
2021 Q1	$13.3M	Hold	235,234	–	–	0.3%	87
2020 Q4	$11.8M	Buy	+235,234	New	+$10.9M	0.27%	90
2019 Q1	–	Sell	-7,000	Closed	-$239K	–	454
2018 Q4	$239K	Buy	+7,000	New	+$263K	0.01%	249

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Psagot Value Holdings's FXR Position: Q2 2021 in Review

Psagot Value Holdings sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2021, closing a stake of 235,234 shares — an estimated $13.3M sold.

Psagot Value Holdings first reported a position in FXR in Q4 2018 and held it in 3 quarters. The position peaked at $13.3M in Q1 2021. 148 funds tracked by Wall St. Rank hold FXR as of Q2 2021.

Psagot Value Holdings reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 235,234 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2021, an estimated $13.3M.
Psagot Value Holdings first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Psagot Value Holdings's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $13.3M in Q1 2021.
148 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.