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Founders Financial Alliance’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Founders Financial Alliance’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 		$268K Sell
2,940
-64
-2% -$5.55K 0.04% 368
2026
Q1 		$245K Buy
3,004
+1,191
+66% +$103K 0.04% 344
2025
Q4 		$145K Sell
1,813
-1,443
-44% -$113K 0.03% 375
2025
Q3 		$254K Buy
3,256
+1,161
+55% +$90.5K 0.05% 321
2025
Q2 		$156K Sell
2,095
-1,083
-34% -$75.5K 0.04% 334
2025
Q1 		$221K Buy
3,178
+156
+5% +$11.6K 0.05% 317
2024
Q4 		$226K Buy
3,022
+26
+0.9% +$2.04K 0.06% 262
2024
Q3 		$227K Sell
2,996
-49
-2% -$3.49K 0.06% 261
2024
Q2 		$207K Sell
3,045
-448
-13% -$31.3K 0.06% 259
2024
Q1 		$255K Sell
3,493
-102
-3% -$6.85K 0.08% 224
2023
Q4 		$233K Buy
3,595
+199
+6% +$11.7K 0.09% 220
2023
Q3 		$195K Sell
3,396
-37
-1% -$2.22K 0.09% 228
2023
Q2 		$206K Buy
3,433
+1,149
+50% +$63.8K 0.08% 246
2023
Q1 		$127K Buy
2,284
+987
+76% +$54.6K 0.06% 234
2022
Q4 		$66.8K Buy
1,297
+1
+0.1% +$51 0.03% 297
2022
Q3 		$60K Sell
1,296
-2,605
-67% -$133K 0.03% 300
2022
Q2 		$188K Buy
3,901
+2
+0.1% +$105 0.1% 213
2022
Q1 		$220K Sell
3,899
-234
-6% -$13.5K 0.1% 198
2021
Q4 		$258K Buy
4,133
+39
+1% +$2.37K 0.1% 205
2021
Q3 		$236K Buy
4,094
+207
+5% +$12.3K 0.11% 192
2021
Q2 		$227K Sell
3,887
-215
-5% -$12.7K 0.1% 210
2021
Q1 		$243K Buy
4,102
+2,172
+113% +$116K 0.12% 190
2020
Q4 		$96K Buy
1,930
+1
+0.1% +$46 0.05% 246
2020
Q3 		$78K Buy
+1,929
New +$77.9K 0.05% 303

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Founders Financial Alliance's FXR Position: Q2 2026 in Review

Founders Financial Alliance reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 2.1% in Q2 2026, selling an estimated $5.55K and leaving 2,940 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #368.

Founders Financial Alliance first reported a position in FXR in Q3 2020 and has held it in 24 quarters since. 177 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

  • Founders Financial Alliance held 2,940 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $268K as of Q2 2026.
  • Founders Financial Alliance sold 64 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $5.55K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #368 holding.
  • Founders Financial Alliance first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.