DHJJ Financial Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

DHJJ Financial 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 Q1	$245	Hold	3	–	–	﹤0.01%	975
2025 Q4	$240	Hold	3	–	–	﹤0.01%	939
2025 Q3	$235	Hold	3	–	–	﹤0.01%	906
2025 Q2	$223	Hold	3	–	–	﹤0.01%	885
2025 Q1	$209	Hold	3	–	–	﹤0.01%	845
2024 Q4	$225	Hold	3	–	–	﹤0.01%	808
2024 Q3	$228	Hold	3	–	–	﹤0.01%	787
2024 Q2	$205	Hold	3	–	–	﹤0.01%	749
2024 Q1	$219	Hold	3	–	–	﹤0.01%	729
2023 Q4	$195	Hold	3	–	–	﹤0.01%	728
2023 Q3	$173	Buy	+3	New	+$180	﹤0.01%	730

Other funds holding FXR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DHJJ Financial Advisors's FXR Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) position steady in Q1 2026 at 3 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #975.

DHJJ Financial Advisors first reported a position in FXR in Q3 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

DHJJ Financial Advisors held 3 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $245 as of Q1 2026.
DHJJ Financial Advisors left its First Trust Industrials/Producer Durables AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #975 holding.
DHJJ Financial Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.