Morey & Quinn Wealth Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Morey & Quinn Wealth Partners’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	$355K	Hold	3,900	–	–	0.23%	98
2026 Q1	$318K	Hold	3,900	–	–	0.23%	99
2025 Q4	$311K	Hold	3,900	–	–	0.22%	102
2025 Q3	$304K	Hold	3,900	–	–	0.22%	101
2025 Q2	$289K	Sell	3,900 -100	-3%	-$6.98K	0.23%	103
2025 Q1	$279K	Hold	4,000	–	–	0.23%	99
2024 Q4	$299K	Buy	+4,000	New	+$313K	0.25%	93

Other funds holding FXR

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

PPWM

Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morey & Quinn Wealth Partners's FXR Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q2 2026 at 3,900 shares worth $355K. The position accounts for 0.23% of the portfolio, ranked #98.

Morey & Quinn Wealth Partners first reported a position in FXR in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Morey & Quinn Wealth Partners held 3,900 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $355K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.23% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #98 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.