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

Total Clarity 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
2022 Q3	–	Sell	-95	Closed	-$5K	–	497
2022 Q2	$5K	Buy	+95	New	+$5K	﹤0.01%	808
2021 Q4	–	Sell	-3,684	Closed	-$211K	–	1007
2021 Q3	$211K	Buy	3,684 +152	+4%	+$9.05K	0.1%	204
2021 Q2	$208K	Buy	3,532 +3,169	+873%	+$187K	0.12%	197
2021 Q1	$21K	Buy	+363	New	+$19.4K	0.01%	454

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Total Clarity Wealth Management's FXR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2022, closing a stake of 95 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in FXR in Q1 2021 and held it in 4 quarters. The position peaked at $211K in Q3 2021. 150 funds tracked by Wall St. Rank hold FXR as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 95 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $211K in Q3 2021.
150 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.