Ancora Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Ancora 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
2026 Q1	$7.75K	Hold	95	–	–	﹤0.01%	1847
2025 Q4	$7.59K	Hold	95	–	–	﹤0.01%	1863
2025 Q3	$7.42K	Hold	95	–	–	﹤0.01%	1443
2025 Q2	$7.05K	Hold	95	–	–	﹤0.01%	1433
2025 Q1	$6.62K	Hold	95	–	–	﹤0.01%	1391
2024 Q4	$7.11K	Hold	95	–	–	﹤0.01%	1390
2024 Q3	$7.2K	Hold	95	–	–	﹤0.01%	1394
2024 Q2	$6.47K	Buy	+95	New	+$6.63K	﹤0.01%	1395
2021 Q2	–	Sell	-4	Closed	–	–	1960
2021 Q1	$0	Buy	+4	New	+$214	﹤0.01%	1769
2018 Q4	–	Sell	-248	Closed	-$11K	–	839
2018 Q3	$11K	Buy	+248	New	+$10.3K	﹤0.01%	1180

Other funds holding FXR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ancora Advisors's FXR Position: Q1 2026 in Review

Ancora Advisors held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q1 2026 at 95 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Ancora Advisors first reported a position in FXR in Q3 2018 and has held it in 10 quarters since. The position peaked at $11K in Q3 2018. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

Ancora Advisors held 95 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $7.75K as of Q1 2026.
Ancora Advisors left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1847 holding.
Ancora Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2018 and has held it in 10 quarters since.
Ancora Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $11K in Q3 2018.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.