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

Evergreen Advisors’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 		– Sell
-189
Closed -$15.4K – 86
2026
Q1 		$15.4K Buy
+189
New +$16.3K ﹤0.01% 107

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

Evergreen Advisors's FXR Position: Q2 2026 in Review

Evergreen Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026, closing a stake of 189 shares — an estimated $15.4K sold.

Evergreen Advisors first reported a position in FXR in Q1 2026 and held it in 1 quarter. The position peaked at $15.4K in Q1 2026. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Evergreen Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 189 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $15.4K.
  • Evergreen Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $15.4K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.