Iams Wealth Management
FXR icon

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

Iams 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
2026
Q3 		$621K Buy
+7,624
New +$669K 0.18% 143
2023
Q1 		– Sell
-9,429
Closed -$486K – 107
2022
Q4 		$486K Buy
+9,429
New +$480K 0.49% 66

Other funds holding FXR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

Iams Wealth Management's FXR Position: Q3 2026 in Review

Iams Wealth Management opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2026: 7,624 shares worth $621K. The stake represents 0.18% of the portfolio and ranks #143 among its holdings. This is a return to the name: Iams Wealth Management previously reported a position in FXR as recently as Q4 2022.

Iams Wealth Management first reported a position in FXR in Q4 2022 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

  • Iams Wealth Management held 7,624 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $621K as of Q3 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund was a new Iams Wealth Management position in Q3 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.18% of Iams Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Iams Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.