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

Elevation 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 Q2	$34.4K	Hold	378	–	–	0.01%	408
2026 Q1	$30.9K	Hold	378	–	–	0.01%	304
2025 Q4	$30.2K	Hold	378	–	–	0.01%	307
2025 Q3	$29.5K	Hold	378	–	–	0.01%	300
2025 Q2	$28.1K	Sell	378 -449	-54%	-$31.3K	0.01%	291
2025 Q1	$57.6K	Hold	827	–	–	0.02%	216
2024 Q4	$61.9K	Buy	+827	New	+$64.7K	0.03%	206

Other funds holding FXR

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return