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

Concurrent Investment 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 Q2	$257K	Buy	+2,816	New	+$244K	﹤0.01%	1792

Other funds holding FXR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Concurrent Investment Advisors's FXR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026: 2,816 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1792 among its holdings.

177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Concurrent Investment Advisors held 2,816 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $257K as of Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new Concurrent Investment Advisors position in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1792 holding.
177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.