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

Cyndeo Wealth 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
2026 Q1	–	Sell	-22,410	Closed	-$1.79M	–	491
2025 Q4	$1.79M	Sell	22,410 -593	-3%	-$46.5K	0.1%	178
2025 Q3	$1.8M	Sell	23,003 -849	-4%	-$66.2K	0.1%	176
2025 Q2	$1.77M	Sell	23,852 -1,815	-7%	-$127K	0.11%	174
2025 Q1	$1.79M	Buy	25,667 +1,193	+5%	+$88.9K	0.12%	170
2024 Q4	$1.83M	Sell	24,474 -3,893	-14%	-$305K	0.12%	171
2024 Q3	$2.15M	Sell	28,367 -1,361	-5%	-$97K	0.15%	156
2024 Q2	$2.02M	Sell	29,728 -6,550	-18%	-$457K	0.16%	158
2024 Q1	$2.65M	Sell	36,278 -11,050	-23%	-$742K	0.22%	126
2023 Q4	$3.07M	Sell	47,328 -68,331	-59%	-$4.02M	0.28%	105
2023 Q3	$6.64M	Sell	115,659 -2,279	-2%	-$137K	0.69%	40
2023 Q2	$7.09M	Sell	117,938 -2,987	-2%	-$166K	0.74%	38
2023 Q1	$6.72M	Buy	120,925 +4,820	+4%	+$266K	0.72%	36
2022 Q4	$5.98M	Buy	+116,105	New	+$5.91M	0.7%	43

Other funds holding FXR

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cyndeo Wealth Partners's FXR Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026, closing a stake of 22,410 shares — an estimated $1.79M sold.

Cyndeo Wealth Partners first reported a position in FXR in Q4 2022 and held it in 13 quarters. The position peaked at $7.09M in Q2 2023. 165 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

Cyndeo Wealth Partners reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 22,410 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $1.79M.
Cyndeo Wealth Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2022 and held it in 13 quarters.
Cyndeo Wealth Partners's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $7.09M in Q2 2023.
165 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.