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

WealthShield’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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

WealthShield's FXR Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2017: 260 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings.

132 funds tracked by Wall St. Rank hold FXR as of Q4 2017.

WealthShield held 260 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $11K as of Q4 2017.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new WealthShield position in Q4 2017.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of WealthShield's portfolio in Q4 2017, its #190 holding.
132 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.