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Golden State Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Golden State Wealth Management’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
2025
Q2 		– Sell
-118
Closed -$8.22K – 1609
2025
Q1 		$8.22K Buy
+118
New +$8.8K ﹤0.01% 1054

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Golden State Wealth Management's FXR Position: Q2 2025 in Review

Golden State Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2025, closing a stake of 118 shares — an estimated $8.22K sold.

Golden State Wealth Management first reported a position in FXR in Q1 2025 and held it in 1 quarter. The position peaked at $8.22K in Q1 2025. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2025.

  • Golden State Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 118 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2025, an estimated $8.22K.
  • Golden State Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $8.22K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.