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

Twin Peaks 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 Q1	$40.8K	Buy	+500	New	+$43.1K	0.01%	477
2025 Q3	–	Sell	-500	Closed	-$39.1K	–	910
2025 Q2	$39.1K	Buy	+500	New	+$34.9K	0.01%	396

Other funds holding FXR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $40.4B AUM 21.2% 1-Year Est. Return

Twin Peaks Wealth Advisors's FXR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026: 500 shares worth $40.8K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FXR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FXR in Q2 2025 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

Twin Peaks Wealth Advisors held 500 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $40.8K as of Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #477 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.