Israel Englander’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Israel Englander’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
2024 Q4	–	Sell	-5,353	Closed	-$406K	–	6126
2024 Q3	$406K	Buy	+5,353	New	+$382K	﹤0.01%	4994
2024 Q1	–	Sell	-6,005	Closed	-$389K	–	6334
2023 Q4	$389K	Buy	+6,005	New	+$353K	﹤0.01%	4798
2023 Q3	–	Sell	-9,252	Closed	-$556K	–	6266
2023 Q2	$556K	Sell	9,252 -10,947	-54%	-$608K	﹤0.01%	4464
2023 Q1	$1.12M	Buy	+20,199	New	+$1.12M	﹤0.01%	3982
2020 Q1	–	Sell	-10,188	Closed	-$460K	–	4072
2019 Q4	$460K	Buy	+10,188	New	+$445K	﹤0.01%	3435
2019 Q2	–	Sell	-17,958	Closed	-$717K	–	4176
2019 Q1	$717K	Sell	17,958 -22,438	-56%	-$863K	﹤0.01%	3053
2018 Q4	$1.38M	Buy	+40,396	New	+$1.52M	﹤0.01%	2422
2016 Q4	–	Sell	-6,864	Closed	-$202K	–	3467
2016 Q3	$202K	Buy	+6,864	New	+$198K	﹤0.01%	2981
2015 Q3	–	Sell	-12,152	Closed	-$363K	–	3550
2015 Q2	$363K	Buy	+12,152	New	+$377K	﹤0.01%	2797

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Israel Englander's FXR Position: Q4 2024 in Review

Israel Englander sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2024, closing a stake of 5,353 shares — an estimated $406K sold.

Israel Englander first reported a position in FXR in Q2 2015 and held it in 9 quarters. The position peaked at $1.38M in Q4 2018. 187 funds tracked by Wall St. Rank hold FXR as of Q4 2024.

Israel Englander reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 5,353 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2024, an estimated $406K.
Israel Englander first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2015 and held it in 9 quarters.
Israel Englander's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.38M in Q4 2018.
187 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.