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Action Point Financial Planning’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$18.1K Buy
+199
New +$17.3K ﹤0.01% 1168

Other funds holding FXR

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Action Point Financial Planning's FXR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026: 199 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Action Point Financial Planning held 199 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $18.1K as of Q2 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1168 holding.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.