IFG Advisory’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

IFG Advisory’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	$53.4K	Buy	+586	New	+$50.8K	﹤0.01%	1308
2023 Q4	–	Sell	-4,599	Closed	-$264K	–	584
2023 Q3	$264K	Buy	+4,599	New	+$276K	0.02%	463
2023 Q2	–	Sell	-6,935	Closed	-$385K	–	382
2023 Q1	$385K	Sell	6,935 -1,505	-18%	-$83.2K	0.04%	366
2022 Q4	$434K	Sell	8,440 -64	-0.8%	-$3.26K	0.04%	336
2022 Q3	$390K	Buy	8,504 +145	+2%	+$7.4K	0.04%	364
2022 Q2	$402K	Buy	8,359 +2,648	+46%	+$139K	0.04%	323
2022 Q1	$322K	Buy	5,711 +101	+2%	+$5.83K	0.03%	382
2021 Q4	$350K	Buy	5,610 +396	+8%	+$24.1K	0.03%	377
2021 Q3	$299K	Buy	5,214 +1,359	+35%	+$80.9K	0.03%	398
2021 Q2	$227K	Buy	+3,855	New	+$228K	0.03%	435

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 22.96% 1-Year Est. Return

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

IFG Advisory's FXR Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2026: 586 shares worth $53.4K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FXR as recently as Q3 2023.

IFG Advisory first reported a position in FXR in Q2 2021 and has held it in 10 quarters since. The position peaked at $434K in Q4 2022. 179 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

IFG Advisory held 586 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $53.4K as of Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1308 holding.
IFG Advisory first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2021 and has held it in 10 quarters since.
IFG Advisory's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $434K in Q4 2022.
179 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.