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

TruWealth 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 Q1	$204K	Buy	+2,501	New	+$215K	0.01%	178

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TruWealth Advisors's FXR Position: Q1 2026 in Review

TruWealth Advisors opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026: 2,501 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings.

164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

TruWealth Advisors held 2,501 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $204K as of Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new TruWealth Advisors position in Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #178 holding.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.