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Park Square Financial Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-164
Closed -$12.2K – 527
2025
Q2 		$12.2K Hold
164
– – 0.01% 553
2025
Q1 		$11.4K Sell
164
-6
-4% -$447 0.01% 562
2024
Q4 		$12.7K Buy
+170
New +$13.3K 0.01% 537

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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Park Square Financial Group's FXR Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q3 2025, closing a stake of 164 shares — an estimated $12.2K sold.

Park Square Financial Group first reported a position in FXR in Q4 2024 and held it in 3 quarters. The position peaked at $12.7K in Q4 2024. 172 funds tracked by Wall St. Rank hold FXR as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 164 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2025, an estimated $12.2K.
  • Park Square Financial Group first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $12.7K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.