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U.S. Capital Wealth Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

U.S. Capital 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
2025
Q1 		– Sell
-3,962
Closed -$296K – 861
2024
Q4 		$296K Buy
+3,962
New +$310K 0.01% 687

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

U.S. Capital Wealth Advisors's FXR Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2025, closing a stake of 3,962 shares — an estimated $296K sold.

U.S. Capital Wealth Advisors first reported a position in FXR in Q4 2024 and held it in 1 quarter. The position peaked at $296K in Q4 2024. 173 funds tracked by Wall St. Rank hold FXR as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,962 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2025, an estimated $296K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $296K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.