HHM Wealth Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

HHM Wealth Advisors’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	$365	Buy	+4	New	+$347	﹤0.01%	859
2022 Q3	–	Sell	-135	Closed	-$6K	–	716
2022 Q2	$6K	Buy	+135	New	+$7.1K	﹤0.01%	613

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

HHM Wealth Advisors's FXR Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026: 4 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in FXR as recently as Q2 2022.

HHM Wealth Advisors first reported a position in FXR in Q2 2022 and has held it in 2 quarters since. The position peaked at $6K in Q2 2022. 179 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

HHM Wealth Advisors held 4 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $365 as of Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #859 holding.
HHM Wealth Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2022 and has held it in 2 quarters since.
HHM Wealth Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $6K in Q2 2022.
179 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.