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

RKL Wealth Management’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
2017
Q2 		– Sell
-9,705
Closed -$333K – 140
2017
Q1 		$333K Sell
9,705
-3,420
-26% -$117K 0.13% 99
2016
Q4 		$432K Buy
+13,125
New +$411K 0.21% 66

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RKL Wealth Management's FXR Position: Q2 2017 in Review

RKL Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2017, closing a stake of 9,705 shares — an estimated $333K sold.

RKL Wealth Management first reported a position in FXR in Q4 2016 and held it in 2 quarters. The position peaked at $432K in Q4 2016. 110 funds tracked by Wall St. Rank hold FXR as of Q2 2017.

  • RKL Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • RKL Wealth Management sold 9,705 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2017, an estimated $333K.
  • RKL Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2016 and held it in 2 quarters.
  • RKL Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $432K in Q4 2016.
  • 110 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2017.

Based on RKL Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.