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

Greenup Street 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 Q3	–	Sell	-46,309	Closed	-$3.44M	–	144
2025 Q2	$3.44M	Buy	46,309 +3,781	+9%	+$264K	0.6%	35
2025 Q1	$2.96M	Buy	+42,528	New	+$3.17M	0.59%	36

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Greenup Street Wealth Management's FXR Position: Q3 2025 in Review

Greenup Street Wealth Management sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2025, closing a stake of 46,309 shares — an estimated $3.44M sold.

Greenup Street Wealth Management first reported a position in FXR in Q1 2025 and held it in 2 quarters. The position peaked at $3.44M in Q2 2025. 172 funds tracked by Wall St. Rank hold FXR as of Q3 2025.

Greenup Street Wealth Management reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 46,309 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2025, an estimated $3.44M.
Greenup Street Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2025 and held it in 2 quarters.
Greenup Street Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $3.44M in Q2 2025.
172 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2025.

Based on Greenup Street Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.