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

Urban 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
Q2 		$14K Buy
+288
New +$15.2K 0.05% 176

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Urban Wealth Management's FXR Position: Q2 2022 in Review

Urban Wealth Management opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2022: 288 shares worth $14K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings.

158 funds tracked by Wall St. Rank hold FXR as of Q2 2022.

  • Urban Wealth Management held 288 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $14K as of Q2 2022.
  • First Trust Industrials/Producer Durables AlphaDEX Fund was a new Urban Wealth Management position in Q2 2022.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.05% of Urban Wealth Management's portfolio in Q2 2022, its #176 holding.
  • 158 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.