Fortitude Family Office’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Fortitude Family Office’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	-357	Closed	-$29.2K	–	2310
2026 Q1	$29.2K	Buy	+357	New	+$30.8K	0.01%	334

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fortitude Family Office's FXR Position: Q2 2026 in Review

Fortitude Family Office sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026, closing a stake of 357 shares — an estimated $29.2K sold.

Fortitude Family Office first reported a position in FXR in Q1 2026 and held it in 1 quarter. The position peaked at $29.2K in Q1 2026. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Fortitude Family Office reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Fortitude Family Office sold 357 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $29.2K.
Fortitude Family Office first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
Fortitude Family Office's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $29.2K in Q1 2026.
177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.