NewEdge Wealth’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

NewEdge Wealth’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	$498K	Buy	+5,465	New	+$474K	0.01%	859

Other funds holding FXR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NewEdge Wealth's FXR Position: Q2 2026 in Review

NewEdge Wealth opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026: 5,465 shares worth $498K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings.

177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

NewEdge Wealth held 5,465 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $498K as of Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new NewEdge Wealth position in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #859 holding.
177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.