JY
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Jeff Yass’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Jeff Yass’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
2015
Q3 		– Sell
-10,100
Closed -$301K – 9774
2015
Q2 		$301K Buy
+10,100
New +$313K ﹤0.01% 8526

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jeff Yass's FXR Position: Q2 2026 in Review

Jeff Yass increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 55% in Q2 2026, buying an estimated $1.62M and bringing the position to 52,869 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4688.

Jeff Yass first reported a position in FXR in Q2 2013 and has held it in 46 quarters since. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Jeff Yass held 52,869 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $4.82M as of Q2 2026.
  • Jeff Yass bought 18,659 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $1.62M.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4688 holding.
  • Jeff Yass first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2013 and has held it in 46 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.