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Planning Directions’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Planning Directions’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
Q2 		– Sell
-11,204
Closed -$780K – 94
2025
Q1 		$780K Buy
+11,204
New +$835K 0.33% 49

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Planning Directions's FXR Position: Q2 2025 in Review

Planning Directions sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2025, closing a stake of 11,204 shares — an estimated $780K sold.

Planning Directions first reported a position in FXR in Q1 2025 and held it in 1 quarter. The position peaked at $780K in Q1 2025. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2025.

  • Planning Directions reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 11,204 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2025, an estimated $780K.
  • Planning Directions first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Planning Directions's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $780K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.