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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
Q3 		$2.76M Hold
33,874
– – 0.49% 45
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

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Crumly & Associates's FXR Position: Q3 2026 in Review

Crumly & Associates held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q3 2026 at 33,874 shares worth $2.76M. The position accounts for 0.49% of the portfolio, ranked #45.

Crumly & Associates first reported a position in FXR in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.19M in Q3 2022. 18 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

  • Crumly & Associates held 33,874 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $2.76M as of Q3 2026.
  • Crumly & Associates left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.49% of Crumly & Associates's portfolio in Q3 2026, its #45 holding.
  • Crumly & Associates first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2021 and has held it in 21 quarters since.
  • Crumly & Associates's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $6.19M in Q3 2022.
  • 18 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.