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

Walkner Condon 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
2022
Q3 		– Sell
-4,214
Closed -$203K – 222
2022
Q2 		$203K Buy
4,214
+98
+2% +$5.16K 0.06% 211
2022
Q1 		$233K Buy
+4,116
New +$238K 0.07% 194

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
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Walkner Condon Financial Advisors's FXR Position: Q3 2022 in Review

Walkner Condon Financial Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2022, closing a stake of 4,214 shares — an estimated $203K sold.

Walkner Condon Financial Advisors first reported a position in FXR in Q1 2022 and held it in 2 quarters. The position peaked at $233K in Q1 2022. 150 funds tracked by Wall St. Rank hold FXR as of Q3 2022.

  • Walkner Condon Financial Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,214 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2022, an estimated $203K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $233K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.