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Snowden Capital Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Snowden Capital 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
2023
Q4 		– Sell
-4,573
Closed -$263K – 1119
2023
Q3 		$263K Sell
4,573
-122
-3% -$7.31K 0.01% 901
2023
Q2 		$282K Sell
4,695
-17,204
-79% -$955K 0.01% 974
2023
Q1 		$1.22M Sell
21,899
-14,089
-39% -$779K 0.05% 412
2022
Q4 		$1.85M Sell
35,988
-844
-2% -$43K 0.08% 296
2022
Q3 		$1.69M Buy
36,832
+17,134
+87% +$874K 0.08% 296
2022
Q2 		$948K Buy
19,698
+270
+1% +$14.2K 0.04% 431
2022
Q1 		$1.1M Buy
19,428
+2,636
+16% +$152K 0.04% 406
2021
Q4 		$1.05M Buy
16,792
+1,509
+10% +$91.7K 0.05% 325
2021
Q3 		$876K Buy
15,283
+826
+6% +$49.2K 0.04% 396
2021
Q2 		$853K Buy
14,457
+1,618
+13% +$95.6K 0.04% 410
2021
Q1 		$727K Buy
12,839
+8,524
+198% +$455K 0.04% 406
2020
Q4 		$217K Buy
+4,315
New +$200K 0.01% 618

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return