Wealthfront Advisers
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Wealthfront Advisers’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Wealthfront Advisers’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 		$1.72M Sell
18,868
-115
-0.6% -$9.97K ﹤0.01% 638
2026
Q1 		$1.55M Buy
18,983
+7,090
+60% +$611K ﹤0.01% 640
2025
Q4 		$950K Buy
11,893
+2,042
+21% +$160K ﹤0.01% 716
2025
Q3 		$769K Sell
9,851
-673
-6% -$52.4K ﹤0.01% 743
2025
Q2 		$781K Buy
10,524
+2,361
+29% +$165K ﹤0.01% 732
2025
Q1 		$568K Sell
8,163
-681
-8% -$50.8K ﹤0.01% 762
2024
Q4 		$662K Buy
8,844
+2,820
+47% +$221K ﹤0.01% 741
2024
Q3 		$456K Sell
6,024
-414
-6% -$29.5K ﹤0.01% 779
2024
Q2 		$438K Buy
6,438
+655
+11% +$45.7K ﹤0.01% 758
2024
Q1 		$422K Buy
5,783
+133
+2% +$8.93K ﹤0.01% 753
2023
Q4 		$366K Sell
5,650
-100
-2% -$5.88K ﹤0.01% 762
2023
Q3 		$330K Buy
5,750
+907
+19% +$54.3K ﹤0.01% 753
2023
Q2 		$291K Sell
4,843
-7,046
-59% -$391K ﹤0.01% 765
2023
Q1 		$660K Buy
11,889
+6,168
+108% +$341K ﹤0.01% 602
2022
Q4 		$295K Buy
5,721
+498
+10% +$25.4K ﹤0.01% 718
2022
Q3 		$240K Buy
+5,223
New +$266K ﹤0.01% 728
2022
Q1 		– Sell
-3,382
Closed -$211K – 790
2021
Q4 		$211K Buy
+3,382
New +$205K ﹤0.01% 746

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthfront Advisers's FXR Position: Q2 2026 in Review

Wealthfront Advisers reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 0.61% in Q2 2026, selling an estimated $9.97K and leaving 18,868 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Wealthfront Advisers first reported a position in FXR in Q4 2021 and has held it in 17 quarters since. 179 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Wealthfront Advisers held 18,868 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $1.72M as of Q2 2026.
  • Wealthfront Advisers sold 115 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $9.97K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #638 holding.
  • Wealthfront Advisers first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2021 and has held it in 17 quarters since.
  • 179 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.