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

WealthShield 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
2018 Q3	–	Sell	-130	Closed	-$5K	–	263
2018 Q2	$5K	Sell	130 -5,494	-98%	-$218K	﹤0.01%	218
2018 Q1	$223K	Buy	5,624 +5,364	+2,063%	+$219K	0.14%	110
2017 Q4	$11K	Buy	+260	New	+$10.1K	0.01%	190

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's FXR Position: Q3 2018 in Review

WealthShield Partners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2018, closing a stake of 130 shares — an estimated $5K sold.

WealthShield Partners first reported a position in FXR in Q4 2017 and held it in 3 quarters. The position peaked at $223K in Q1 2018. 115 funds tracked by Wall St. Rank hold FXR as of Q3 2018.

WealthShield Partners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
WealthShield Partners sold 130 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2018, an estimated $5K.
WealthShield Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
WealthShield Partners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $223K in Q1 2018.
115 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2018.

Based on WealthShield Partners's 13F filing for Q3 2018, filed 5 Nov 2018.