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

Physician Wealth 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	$43.1K	Hold	473	–	–	0.01%	466
2026 Q1	$38.6K	Hold	473	–	–	0.01%	453
2025 Q4	$37.8K	Hold	473	–	–	0.01%	439
2025 Q3	$36.9K	Hold	473	–	–	0.01%	432
2025 Q2	$35.1K	Hold	473	–	–	0.01%	402
2025 Q1	$32.9K	Hold	473	–	–	0.01%	400
2024 Q4	$35.4K	Buy	+473	New	+$37K	0.01%	395

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

Physician Wealth Advisors's FXR Position: Q2 2026 in Review

Physician Wealth Advisors held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q2 2026 at 473 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #466.

Physician Wealth Advisors first reported a position in FXR in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Physician Wealth Advisors held 473 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $43.1K as of Q2 2026.
Physician Wealth Advisors left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #466 holding.
Physician Wealth Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.