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Beto Financial Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Beto Financial Group’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 		$295K Hold
3,365
– – 0.16% 122
2026
Q1 		$294K Sell
3,365
-633
-16% -$54.5K 0.17% 108
2025
Q4 		$345K Buy
+3,998
New +$313K 0.23% 91

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 22.9% 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

Beto Financial Group's FXR Position: Q2 2026 in Review

Beto Financial Group held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q2 2026 at 3,365 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #122.

Beto Financial Group first reported a position in FXR in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 181 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Beto Financial Group held 3,365 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $295K as of Q2 2026.
  • Beto Financial Group left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.16% of Beto Financial Group's portfolio in Q2 2026, its #122 holding.
  • Beto Financial Group first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $345K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.