Advisornet Financial’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Advisornet Financial’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	-21	Closed	-$1.65K	–	2291
2025 Q3	$1.65K	Hold	21	–	–	﹤0.01%	1897
2025 Q2	$1.56K	Buy	+21	New	+$1.47K	﹤0.01%	1877
2018 Q4	–	Sell	-465	Closed	-$20K	–	1499
2018 Q3	$20K	Hold	465	–	–	﹤0.01%	957
2018 Q2	$18K	Hold	465	–	–	﹤0.01%	970
2018 Q1	$18K	Sell	465 -1,035	-69%	-$42.2K	﹤0.01%	947
2017 Q4	$61K	Buy	+1,500	New	+$58K	0.01%	598

Other funds holding FXR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's FXR Position: Q4 2025 in Review

Advisornet Financial sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2025, closing a stake of 21 shares — an estimated $1.65K sold.

Advisornet Financial first reported a position in FXR in Q4 2017 and held it in 6 quarters. The position peaked at $61K in Q4 2017. 168 funds tracked by Wall St. Rank hold FXR as of Q4 2025.

Advisornet Financial reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 21 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2025, an estimated $1.65K.
Advisornet Financial first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Advisornet Financial's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $61K in Q4 2017.
168 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.