LS
FXR icon

Leelyn Smith’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Leelyn Smith’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
2025
Q1 		– Sell
-5,138
Closed -$384K – 132
2024
Q4 		$384K Sell
5,138
-1,463
-22% -$114K 0.07% 114
2024
Q3 		$500K Sell
6,601
-1,644
-20% -$117K 0.09% 102
2024
Q2 		$561K Sell
8,245
-76
-0.9% -$5.3K 0.11% 100
2024
Q1 		$607K Buy
8,321
+336
+4% +$22.6K 0.12% 101
2023
Q4 		$518K Buy
+7,985
New +$470K 0.11% 102

Other funds holding FXR

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Leelyn Smith's FXR Position: Q1 2025 in Review

Leelyn Smith sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2025, closing a stake of 5,138 shares — an estimated $384K sold.

Leelyn Smith first reported a position in FXR in Q4 2023 and held it in 5 quarters. The position peaked at $607K in Q1 2024. 173 funds tracked by Wall St. Rank hold FXR as of Q1 2025.

  • Leelyn Smith reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Leelyn Smith sold 5,138 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2025, an estimated $384K.
  • Leelyn Smith first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2023 and held it in 5 quarters.
  • Leelyn Smith's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $607K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2025.

Based on Leelyn Smith's 13F filing for Q1 2025, filed 2 May 2025.