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Rowland Carmichael Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Rowland Carmichael 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
2016
Q2 		– Sell
-3,359
Closed -$93K – 304
2016
Q1 		$93K Buy
+3,359
New +$85K 0.09% 155

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rowland Carmichael Advisors's FXR Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2016, closing a stake of 3,359 shares — an estimated $93K sold.

Rowland Carmichael Advisors first reported a position in FXR in Q1 2016 and held it in 1 quarter. The position peaked at $93K in Q1 2016. 54 funds tracked by Wall St. Rank hold FXR as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 3,359 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2016, an estimated $93K.
  • Rowland Carmichael Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $93K in Q1 2016.
  • 54 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.