CI
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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
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

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
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