Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Northwestern Mutual Wealth Management’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 		$129K Buy
1,413
+116
+9% +$10.1K ﹤0.01% 2169
2026
Q1 		$106K Hold
1,297
– – ﹤0.01% 2150
2025
Q4 		$104K Buy
1,297
+374
+41% +$29.3K ﹤0.01% 2120
2025
Q3 		$72K Sell
923
-79
-8% -$6.16K ﹤0.01% 2191
2025
Q2 		$74.4K Buy
1,002
+133
+15% +$9.28K ﹤0.01% 2104
2025
Q1 		$60.5K Hold
869
– – ﹤0.01% 2113
2024
Q4 		$65K Sell
869
-309
-26% -$24.2K ﹤0.01% 2082
2024
Q3 		$89.2K Buy
1,178
+300
+34% +$21.4K ﹤0.01% 1941
2024
Q2 		$59.8K Buy
878
+88
+11% +$6.14K ﹤0.01% 2022
2024
Q1 		$57.6K Hold
790
– – ﹤0.01% 2021
2023
Q4 		$51.2K Sell
790
-260
-25% -$15.3K ﹤0.01% 2043
2023
Q3 		$60.3K Buy
1,050
+110
+12% +$6.59K ﹤0.01% 1899
2023
Q2 		$56.5K Buy
940
+325
+53% +$18K ﹤0.01% 1937
2023
Q1 		$34.2K Sell
615
-31
-5% -$1.71K ﹤0.01% 2078
2022
Q4 		$33.3K Buy
646
+214
+50% +$10.9K ﹤0.01% 2055
2022
Q3 		$20K Sell
432
-119
-22% -$6.07K ﹤0.01% 2227
2022
Q2 		$27K Sell
551
-481
-47% -$25.3K ﹤0.01% 2119
2022
Q1 		$58K Buy
1,032
+524
+103% +$30.3K ﹤0.01% 1901
2021
Q4 		$32K Buy
508
+15
+3% +$911 ﹤0.01% 2147
2021
Q3 		$28K Hold
493
– – ﹤0.01% 2090
2021
Q2 		$29K Buy
493
+38
+8% +$2.25K ﹤0.01% 2043
2021
Q1 		$26K Hold
455
– – ﹤0.01% 1963
2020
Q4 		$23K Buy
+455
New +$21.1K ﹤0.01% 1911
2019
Q1 		– Sell
-171
Closed -$6K – 2590
2018
Q4 		$6K Sell
171
-1,729
-91% -$64.9K ﹤0.01% 1987
2018
Q3 		$80K Buy
1,900
+54
+3% +$2.24K ﹤0.01% 1128
2018
Q2 		$72K Sell
1,846
-2,100
-53% -$83.5K ﹤0.01% 1101
2018
Q1 		$156K Buy
3,946
+1,558
+65% +$63.5K ﹤0.01% 806
2017
Q4 		$97K Buy
2,388
+619
+35% +$23.9K ﹤0.01% 930
2017
Q3 		$66K Hold
1,769
– – ﹤0.01% 1017
2017
Q2 		$63K Buy
1,769
+1,442
+441% +$50.1K ﹤0.01% 1016
2017
Q1 		$11K Buy
+327
New +$11.2K ﹤0.01% 1513
2015
Q3 		– Sell
-831
Closed -$25K – 1730
2015
Q2 		$25K Buy
831
+761
+1,087% +$23.6K ﹤0.01% 821
2015
Q1 		$2K Buy
+70
New +$2.13K ﹤0.01% 1373

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 22.9% 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

Northwestern Mutual Wealth Management's FXR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 8.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,413 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Northwestern Mutual Wealth Management first reported a position in FXR in Q1 2015 and has held it in 33 quarters since. The position peaked at $156K in Q1 2018. 181 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,413 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $129K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 116 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $10.1K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2169 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2015 and has held it in 33 quarters since.
  • Northwestern Mutual Wealth Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $156K in Q1 2018.
  • 181 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.