Dynamic Advisor Solutions’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-9,711	Closed	-$776K	–	978
2025 Q4	$776K	Buy	+9,711	New	+$761K	0.02%	516
2023 Q2	–	Sell	-9,906	Closed	-$550K	–	821
2023 Q1	$550K	Buy	9,906 +283	+3%	+$15.6K	0.03%	447
2022 Q4	$496K	Buy	9,623 +921	+11%	+$46.9K	0.03%	444
2022 Q3	$400K	Buy	+8,702	New	+$444K	0.03%	439

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

Dynamic Advisor Solutions's FXR Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026, closing a stake of 9,711 shares — an estimated $776K sold.

Dynamic Advisor Solutions first reported a position in FXR in Q3 2022 and held it in 4 quarters. The position peaked at $776K in Q4 2025. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

Dynamic Advisor Solutions reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 9,711 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $776K.
Dynamic Advisor Solutions first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2022 and held it in 4 quarters.
Dynamic Advisor Solutions's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $776K in Q4 2025.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.