Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Cetera Investment Advisers’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
Q2 		$4.95M Buy
54,311
+22,902
+73% +$1.99M ﹤0.01% 1627
2026
Q1 		$2.56M Sell
31,409
-914
-3% -$78.7K ﹤0.01% 2052
2025
Q4 		$2.58M Sell
32,323
-15,741
-33% -$1.23M ﹤0.01% 1998
2025
Q3 		$3.75M Buy
48,064
+295
+0.6% +$23K ﹤0.01% 1651
2025
Q2 		$3.55M Sell
47,769
-1,552
-3% -$108K 0.01% 1430
2025
Q1 		$3.43M Sell
49,321
-4,943
-9% -$368K 0.01% 1358
2024
Q4 		$4.06M Buy
54,264
+14,424
+36% +$1.13M 0.01% 1162
2024
Q3 		$3.02M Sell
39,840
-3,449
-8% -$246K 0.01% 1319
2024
Q2 		$2.95M Sell
43,289
-2,238
-5% -$156K 0.01% 1289
2024
Q1 		$3.32M Buy
45,527
+20,560
+82% +$1.38M 0.01% 1213
2023
Q4 		$1.62M Sell
24,967
-667
-3% -$39.2K 0.01% 873
2023
Q3 		$1.47M Buy
25,634
+10,411
+68% +$624K 0.01% 878
2023
Q2 		$915K Sell
15,223
-21,391
-58% -$1.19M 0.01% 1101
2023
Q1 		$2.03M Sell
36,614
-21,699
-37% -$1.2M 0.02% 727
2022
Q4 		$3M Buy
58,313
+5,888
+11% +$300K 0.03% 553
2022
Q3 		$2.41M Buy
52,425
+7,560
+17% +$386K 0.05% 401
2022
Q2 		$2.16M Buy
44,865
+1,032
+2% +$54.3K 0.03% 507
2022
Q1 		$2.48M Buy
43,833
+573
+1% +$33.1K 0.04% 483
2021
Q4 		$2.7M Sell
43,260
-445
-1% -$27K 0.04% 455
2021
Q3 		$2.51M Buy
43,705
+2,420
+6% +$144K 0.04% 444
2021
Q2 		$2.44M Buy
41,285
+2,982
+8% +$176K 0.04% 448
2021
Q1 		$2.17M Buy
38,303
+11,834
+45% +$632K 0.04% 400
2020
Q4 		$1.33M Buy
+26,469
New +$1.22M 0.03% 573

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers's FXR Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 73% in Q2 2026, buying an estimated $1.99M and bringing the position to 54,311 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Cetera Investment Advisers first reported a position in FXR in Q4 2020 and has held it in 23 quarters since. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Cetera Investment Advisers held 54,311 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $4.95M as of Q2 2026.
  • Cetera Investment Advisers bought 22,902 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $1.99M.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1627 holding.
  • Cetera Investment Advisers first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.