FFA
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Farther Finance Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Farther Finance 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
Q3 		$1.05M Sell
12,835
-693
-5% -$60.8K 0.01% 1106
2026
Q2 		$1.23M Buy
13,528
+78
+0.6% +$6.77K 0.01% 974
2026
Q1 		$1.11M Sell
13,450
-20
-0.1% -$1.72K 0.01% 902
2025
Q4 		$1.08M Buy
13,470
+8
+0.1% +$627 0.01% 855
2025
Q3 		$1.05M Sell
13,462
-173
-1% -$13.5K 0.02% 699
2025
Q2 		$1.01M Sell
13,635
-1,504
-10% -$105K 0.02% 582
2025
Q1 		$1.06M Buy
15,139
+11,551
+322% +$861K 0.03% 480
2024
Q4 		$268K Sell
3,588
-87
-2% -$6.81K 0.01% 855
2024
Q3 		$278K Sell
3,675
-358
-9% -$25.5K 0.01% 861
2024
Q2 		$271K Sell
4,033
-207
-5% -$14.4K 0.01% 704
2024
Q1 		$307K Sell
4,240
-914
-18% -$61.3K 0.02% 538
2023
Q4 		$334K Sell
5,154
-1,455
-22% -$85.6K 0.02% 422
2023
Q3 		$380K Sell
6,609
-808
-11% -$48.4K 0.06% 249
2023
Q2 		$446K Sell
7,417
-484
-6% -$26.9K 0.1% 172
2023
Q1 		$439K Sell
7,901
-2,922
-27% -$162K 0.13% 153
2022
Q4 		$557K Buy
+10,823
New +$551K 0.22% 91

Other funds holding FXR

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CA
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
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Farther Finance Advisors's FXR Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 5.1% in Q3 2026, selling an estimated $60.8K and leaving 12,835 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1106.

Farther Finance Advisors first reported a position in FXR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q2 2026. 11 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

  • Farther Finance Advisors held 12,835 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $1.05M as of Q3 2026.
  • Farther Finance Advisors sold 693 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2026, an estimated $60.8K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1106 holding.
  • Farther Finance Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.23M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.