Focus Partners Wealth
FXR icon

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

Focus Partners Wealth’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
-3,287
Closed -$263K – 2722
2025
Q4 		$263K Buy
+3,287
New +$258K ﹤0.01% 2302

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Focus Partners Wealth sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026, closing a stake of 3,287 shares — an estimated $263K sold.

Focus Partners Wealth first reported a position in FXR in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

  • Focus Partners Wealth reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 3,287 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $263K.
  • Focus Partners Wealth first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $263K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.