Mercer Global Advisors
FXR icon

Mercer Global Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Mercer Global Advisors’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
Q2 		$394K Sell
4,325
-4,025
-48% -$349K ﹤0.01% 2517
2026
Q1 		$682K Buy
+8,350
New +$719K ﹤0.01% 1776

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

Mercer Global Advisors's FXR Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 48% in Q2 2026, selling an estimated $349K and leaving 4,325 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Mercer Global Advisors first reported a position in FXR in Q1 2026 and has held it in 2 quarters since. The position peaked at $682K in Q1 2026. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Mercer Global Advisors held 4,325 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $394K as of Q2 2026.
  • Mercer Global Advisors sold 4,025 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $349K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2517 holding.
  • Mercer Global Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $682K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.