IAA
FXR icon

Independent Advisor Alliance’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Independent Advisor Alliance’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
Q1 		$839K Buy
+10,282
New +$886K 0.01% 911
2025
Q1 		– Sell
-74,612
Closed -$5.58M – 1016
2024
Q4 		$5.58M Buy
+74,612
New +$5.84M 0.07% 247
2020
Q1 		– Sell
-5,281
Closed -$238K – 567
2019
Q4 		$238K Sell
5,281
-17,064
-76% -$745K 0.01% 759
2019
Q3 		$996K Buy
+22,345
New +$930K 0.12% 157
2017
Q2 		– Sell
-31,165
Closed -$1.05M – 290
2017
Q1 		$1.05M Buy
+31,165
New +$1.06M 0.17% 153

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return