Ameritas Advisory Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Ameritas Advisory Services’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	-837	Closed	-$65.3K	–	1378
2025 Q3	$65.3K	Buy	837 +2	+0.2%	+$156	﹤0.01%	984
2025 Q2	$62K	Buy	+835	New	+$58.2K	﹤0.01%	1203
2023 Q2	–	Sell	-1,201	Closed	-$66.6K	–	1305
2023 Q1	$66.6K	Buy	+1,201	New	+$66.4K	﹤0.01%	1153

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

Ameritas Advisory Services's FXR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2025, closing a stake of 837 shares — an estimated $65.3K sold.

Ameritas Advisory Services first reported a position in FXR in Q1 2023 and held it in 3 quarters. The position peaked at $66.6K in Q1 2023. 168 funds tracked by Wall St. Rank hold FXR as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 837 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2025, an estimated $65.3K.
Ameritas Advisory Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $66.6K in Q1 2023.
168 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.