Wealthcare Advisory Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-251	Closed	-$14K	–	1040
2021 Q1	$14K	Buy	+251	New	+$13.4K	﹤0.01%	1337
2020 Q2	–	Sell	-251	Closed	-$8K	–	725
2020 Q1	$8K	Buy	+251	New	+$10.2K	﹤0.01%	976
2018 Q1	–	Sell	-798	Closed	-$32K	–	1141
2017 Q4	$32K	Buy	+798	New	+$30.9K	0.01%	445

Other funds holding FXR

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners's FXR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2021, closing a stake of 251 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in FXR in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q4 2017. 148 funds tracked by Wall St. Rank hold FXR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 251 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $32K in Q4 2017.
148 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.