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Wealthspire Advisors (New York)’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-240
Closed -$18.7K – 1741
2025
Q3 		$18.7K Buy
+240
New +$18.7K ﹤0.01% 1715

Other funds holding FXR

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s FXR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2025, closing a stake of 240 shares — an estimated $18.7K sold.

Wealthspire Advisors (New York) first reported a position in FXR in Q3 2025 and held it in 1 quarter. The position peaked at $18.7K in Q3 2025. 168 funds tracked by Wall St. Rank hold FXR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 240 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2025, an estimated $18.7K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $18.7K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.