RE Dickinson Investment Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

RE Dickinson Investment Advisors’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
2024 Q1	–	Sell	-70	Closed	-$5K	–	228
2023 Q4	$5K	Hold	70	–	–	﹤0.01%	184
2023 Q3	$4K	Buy	+70	New	+$4.19K	﹤0.01%	209

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RE Dickinson Investment Advisors's FXR Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2024, closing a stake of 70 shares — an estimated $5K sold.

RE Dickinson Investment Advisors first reported a position in FXR in Q3 2023 and held it in 2 quarters. The position peaked at $5K in Q4 2023. 171 funds tracked by Wall St. Rank hold FXR as of Q1 2024.

RE Dickinson Investment Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
RE Dickinson Investment Advisors sold 70 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2024, an estimated $5K.
RE Dickinson Investment Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
RE Dickinson Investment Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $5K in Q4 2023.
171 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.