CX Institutional’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

CX Institutional’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	$162K	Buy	1,984 +27	+1%	+$2.37K	﹤0.01%	785
2026 Q2	$178K	Sell	1,957 -11,992	-86%	-$1.04M	0.01%	765
2026 Q1	$1.14M	Buy	13,949 +13,088	+1,520%	+$1.13M	0.03%	319
2025 Q4	$69K	Sell	861 -5,441	-86%	-$426K	﹤0.01%	919
2025 Q3	$492K	Buy	6,302 +1,841	+41%	+$143K	0.01%	439
2025 Q2	$331K	Sell	4,461 -32,350	-88%	-$2.26M	0.01%	479
2025 Q1	$2.56M	Buy	+36,811	New	+$2.74M	0.1%	170
2023 Q4	–	Sell	-15,106	Closed	-$868K	–	546
2023 Q3	$868K	Buy	+15,106	New	+$905K	0.05%	269
2023 Q1	–	Sell	-68,320	Closed	-$3.52M	–	515
2022 Q4	$3.52M	Buy	68,320 +7,241	+12%	+$369K	0.21%	136
2022 Q3	$2.81M	Sell	61,079 -25,784	-30%	-$1.32M	0.19%	134
2022 Q2	$4.18M	Buy	+86,863	New	+$4.57M	0.32%	76
2021 Q4	–	Sell	-649	Closed	-$37K	–	561
2021 Q3	$37K	Buy	+649	New	+$38.6K	﹤0.01%	638

Other funds holding FXR

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 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

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 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

CX Institutional's FXR Position: Q3 2026 in Review

CX Institutional increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 1.4% in Q3 2026, buying an estimated $2.37K and bringing the position to 1,984 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

CX Institutional first reported a position in FXR in Q3 2021 and has held it in 12 quarters since. The position peaked at $4.18M in Q2 2022. 18 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

CX Institutional held 1,984 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $162K as of Q3 2026.
CX Institutional bought 27 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2026, an estimated $2.37K.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #785 holding.
CX Institutional first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2021 and has held it in 12 quarters since.
CX Institutional's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $4.18M in Q2 2022.
18 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.