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Simplicity Solutions’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-8,552
Closed -$386K – 791
2019
Q4 		$386K Buy
+8,552
New +$373K 0.01% 607

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Simplicity Solutions's FXR Position: Q1 2020 in Review

Simplicity Solutions sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2020, closing a stake of 8,552 shares — an estimated $386K sold.

Simplicity Solutions first reported a position in FXR in Q4 2019 and held it in 1 quarter. The position peaked at $386K in Q4 2019. 72 funds tracked by Wall St. Rank hold FXR as of Q1 2020.

  • Simplicity Solutions reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 8,552 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2020, an estimated $386K.
  • Simplicity Solutions first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $386K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.