Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Cambridge Investment Research 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 		$6.39M Buy
78,332
+55,599
+245% +$4.79M 0.02% 830
2025
Q4 		$1.82M Sell
22,733
-16,910
-43% -$1.33M ﹤0.01% 1618
2025
Q3 		$3.1M Buy
39,643
+2,339
+6% +$182K 0.01% 1199
2025
Q2 		$2.77M Sell
37,304
-271
-0.7% -$18.9K 0.01% 1198
2025
Q1 		$2.62M Sell
37,575
-3,030
-7% -$226K 0.01% 1182
2024
Q4 		$3.04M Buy
40,605
+1,004
+3% +$78.6K 0.01% 1084
2024
Q3 		$3M Sell
39,601
-3,078
-7% -$219K 0.01% 1082
2024
Q2 		$2.9M Sell
42,679
-38,865
-48% -$2.71M 0.01% 1050
2024
Q1 		$5.95M Buy
81,544
+3,329
+4% +$223K 0.02% 659
2023
Q4 		$5.07M Sell
78,215
-48,647
-38% -$2.86M 0.02% 699
2023
Q3 		$7.29M Buy
126,862
+91,498
+259% +$5.48M 0.03% 489
2023
Q2 		$2.13M Sell
35,364
-3,445
-9% -$191K 0.01% 1127
2023
Q1 		$2.16M Buy
38,809
+1,688
+5% +$93.3K 0.01% 1080
2022
Q4 		$1.91M Buy
37,121
+6,188
+20% +$315K 0.01% 1094
2022
Q3 		$1.42M Buy
30,933
+1,822
+6% +$92.9K 0.01% 1252
2022
Q2 		$1.4M Buy
29,111
+1,136
+4% +$59.8K 0.01% 1234
2022
Q1 		$1.58M Sell
27,975
-13,951
-33% -$806K 0.01% 1283
2021
Q4 		$2.62M Sell
41,926
-2,935
-7% -$178K 0.01% 996
2021
Q3 		$2.57M Buy
44,861
+9,637
+27% +$574K 0.01% 958
2021
Q2 		$2.08M Buy
35,224
+8,679
+33% +$513K 0.01% 1093
2021
Q1 		$1.5M Buy
26,545
+10,798
+69% +$577K 0.01% 1175
2020
Q4 		$790K Buy
+15,747
New +$729K ﹤0.01% 1465
2020
Q1 		– Sell
-34,068
Closed -$1.54M – 2346
2019
Q4 		$1.54M Buy
34,068
+28,046
+466% +$1.22M 0.01% 919
2019
Q3 		$252K Sell
6,022
-138
-2% -$5.74K ﹤0.01% 1949
2019
Q2 		$261K Buy
6,160
+646
+12% +$26.4K ﹤0.01% 1833
2019
Q1 		$220K Sell
5,514
-8,643
-61% -$332K ﹤0.01% 2002
2018
Q4 		$483K Sell
14,157
-6,536
-32% -$245K 0.01% 1342
2018
Q3 		$877K Buy
20,693
+1,919
+10% +$79.7K 0.01% 1100
2018
Q2 		$734K Buy
18,774
+1,791
+11% +$71.2K 0.01% 1177
2018
Q1 		$672K Buy
16,983
+1,360
+9% +$55.5K 0.01% 1167
2017
Q4 		$634K Buy
15,623
+4,104
+36% +$159K 0.01% 1181
2017
Q3 		$428K Sell
11,519
-12,511
-52% -$447K 0.01% 1334
2017
Q2 		$850K Buy
24,030
+776
+3% +$27K 0.01% 885
2017
Q1 		$798K Buy
23,254
+1,938
+9% +$66.2K 0.01% 832
2016
Q4 		$701K Buy
+21,316
New +$668K 0.01% 847
2015
Q2 		– Sell
-7,067
Closed -$220K – 1459
2015
Q1 		$220K Sell
7,067
-7,307
-51% -$223K 0.01% 1195
2014
Q4 		$436K Buy
14,374
+7,295
+103% +$216K 0.01% 845
2014
Q3 		$208K Buy
+7,079
New +$214K 0.01% 1280

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors's FXR Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 245% in Q1 2026, buying an estimated $4.79M and bringing the position to 78,332 shares worth $6.39M. The position accounts for 0.02% of the portfolio, ranked #830.

Cambridge Investment Research Advisors first reported a position in FXR in Q3 2014 and has held it in 38 quarters since. The position peaked at $7.29M in Q3 2023. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

  • Cambridge Investment Research Advisors held 78,332 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $6.39M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 55,599 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $4.79M.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #830 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2014 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $7.29M in Q3 2023.
  • 164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.