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 Q2	–	Sell	-37	Closed	-$3.02K	–	453
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FXR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026, closing a stake of 37 shares — an estimated $3.02K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXR in Q4 2021 and held it in 16 quarters. The position peaked at $38.9K in Q4 2023. 181 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 37 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $3.02K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $38.9K in Q4 2023.
181 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.