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

Gateway 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	$1.22M	Buy	13,437 +10,459	+351%	+$907K	0.07%	271
2026 Q1	$243K	Buy	+2,978	New	+$257K	0.01%	828
2025 Q1	–	Sell	-2,716	Closed	-$203K	–	319
2024 Q4	$203K	Buy	+2,716	New	+$213K	0.05%	282
2024 Q3	–	Sell	-3,066	Closed	-$209K	–	280
2024 Q2	$209K	Buy	3,066 +178	+6%	+$12.4K	0.06%	251
2024 Q1	$211K	Buy	+2,888	New	+$194K	0.08%	223

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

Gateway Wealth Partners's FXR Position: Q2 2026 in Review

Gateway Wealth Partners increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 351% in Q2 2026, buying an estimated $907K and bringing the position to 13,437 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #271.

Gateway Wealth Partners first reported a position in FXR in Q1 2024 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Gateway Wealth Partners held 13,437 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $1.22M as of Q2 2026.
Gateway Wealth Partners bought 10,459 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $907K.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.07% of Gateway Wealth Partners's portfolio in Q2 2026, its #271 holding.
Gateway Wealth Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2024 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.