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Crumly & Associates’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Crumly & Associates’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 		$3.09M Hold
33,874
– – 0.59% 38
2026
Q1 		$2.77M Hold
33,874
– – 0.58% 39
2025
Q4 		$2.71M Sell
33,874
-432
-1% -$33.9K 0.57% 42
2025
Q3 		$2.68M Hold
34,306
– – 0.59% 40
2025
Q2 		$2.55M Sell
34,306
-228
-0.7% -$15.9K 0.62% 40
2025
Q1 		$2.4M Sell
34,534
-306
-0.9% -$22.8K 0.66% 38
2024
Q4 		$2.61M Sell
34,840
-982
-3% -$76.9K 0.71% 36
2024
Q3 		$2.71M Sell
35,822
-485
-1% -$34.6K 0.75% 36
2024
Q2 		$2.47M Sell
36,307
-2,300
-6% -$161K 0.71% 31
2024
Q1 		$2.82M Sell
38,607
-39,695
-51% -$2.66M 0.74% 37
2023
Q4 		$5.08M Sell
78,302
-10,223
-12% -$601K 1.48% 25
2023
Q3 		$5.08M Buy
88,525
+1,020
+1% +$61.1K 2% 18
2023
Q2 		$5.26M Sell
87,505
-1,888
-2% -$105K 2.11% 16
2023
Q1 		$4.97M Sell
89,393
-2,342
-3% -$129K 2.16% 17
2022
Q4 		$4.73M Sell
91,735
-42,979
-32% -$2.19M 1.78% 18
2022
Q3 		$6.19M Buy
134,714
+34,820
+35% +$1.78M 2.55% 15
2022
Q2 		$4.81M Buy
99,894
+22,701
+29% +$1.19M 2% 18
2022
Q1 		$4.36M Sell
77,193
-4,369
-5% -$252K 1.64% 21
2021
Q4 		$4.68M Buy
81,562
+76,788
+1,608% +$4.67M 1.85% 18
2021
Q3 		$274K Buy
+4,774
New +$284K 0.13% 90

Other funds holding FXR

PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return