Quest 10 Wealth Builders’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Quest 10 Wealth Builders’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	$10.1K	Buy	111 +7	+7%	+$607	0.01%	445
2026 Q1	$8.49K	Hold	104	–	–	0.01%	466
2025 Q4	$8.31K	Hold	104	–	–	0.01%	434
2025 Q3	$8.12K	Hold	104	–	–	0.01%	407
2025 Q2	$7.72K	Hold	104	–	–	0.01%	435
2025 Q1	$7.24K	Hold	104	–	–	0.01%	416
2024 Q4	$7.78K	Buy	+104	New	+$8.14K	0.01%	430

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

Quest 10 Wealth Builders's FXR Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 6.7% in Q2 2026, buying an estimated $607 and bringing the position to 111 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #445.

Quest 10 Wealth Builders first reported a position in FXR in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Quest 10 Wealth Builders held 111 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $10.1K as of Q2 2026.
Quest 10 Wealth Builders bought 7 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $607.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #445 holding.
Quest 10 Wealth Builders first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.