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Voya Financial Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Voya Financial 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
2017
Q1 		– Sell
-17,007
Closed -$561K – 493
2016
Q4 		$561K Buy
+17,007
New +$533K 0.05% 258

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Voya Financial Advisors's FXR Position: Q1 2017 in Review

Voya Financial Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2017, closing a stake of 17,007 shares — an estimated $561K sold.

Voya Financial Advisors first reported a position in FXR in Q4 2016 and held it in 1 quarter. The position peaked at $561K in Q4 2016. 106 funds tracked by Wall St. Rank hold FXR as of Q1 2017.

  • Voya Financial Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 17,007 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2017, an estimated $561K.
  • Voya Financial Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Voya Financial Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $561K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2017.

Based on Voya Financial Advisors's 13F filing for Q1 2017, filed 15 May 2017.