Guardian Wealth Advisors (North Carolina)’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.02K	Buy	+37	New	+$3.19K	﹤0.01%	583
2025 Q3	–	Sell	-37	Closed	-$2.75K	–	422
2025 Q2	$2.75K	Hold	37	–	–	﹤0.01%	523
2025 Q1	$2.58K	Hold	37	–	–	﹤0.01%	499
2024 Q4	$2.77K	Sell	37 -41	-53%	-$3.21K	﹤0.01%	482
2024 Q3	$5.91K	Hold	78	–	–	﹤0.01%	402
2024 Q2	$5.31K	Hold	78	–	–	﹤0.01%	385
2024 Q1	$5.69K	Sell	78 -521	-87%	-$35K	﹤0.01%	399
2023 Q4	$38.9K	Buy	599 +562	+1,519%	+$33K	0.01%	325
2023 Q3	$2.13K	Sell	37 -270	-88%	-$16.2K	﹤0.01%	394
2023 Q2	$18.4K	Hold	307	–	–	﹤0.01%	323
2023 Q1	$17.1K	Hold	307	–	–	﹤0.01%	319
2022 Q4	$15.8K	Sell	307 -10	-3%	-$509	﹤0.01%	301
2022 Q3	$15K	Hold	317	–	–	﹤0.01%	274
2022 Q2	$15K	Hold	317	–	–	﹤0.01%	277
2022 Q1	$18K	Sell	317 -99	-24%	-$5.72K	0.01%	207
2021 Q4	$26K	Buy	+416	New	+$25.3K	0.01%	188

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 $18.1B AUM 24.63% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s FXR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026: 37 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FXR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FXR in Q4 2021 and has held it in 16 quarters since. The position peaked at $38.9K in Q4 2023. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 37 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $3.02K as of Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #583 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $38.9K in Q4 2023.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.