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

KPP Advisory Services’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	–	Sell	-3,407	Closed	-$272K	–	354
2025 Q4	$272K	Hold	3,407	–	–	0.04%	286
2025 Q3	$266K	Hold	3,407	–	–	0.04%	289
2025 Q2	$253K	Hold	3,407	–	–	0.04%	274
2025 Q1	$237K	Hold	3,407	–	–	0.05%	268
2024 Q4	$255K	Hold	3,407	–	–	0.06%	216
2024 Q3	$258K	Hold	3,407	–	–	0.06%	212
2024 Q2	$232K	Hold	3,407	–	–	0.06%	213
2024 Q1	$249K	Buy	+3,407	New	+$229K	0.07%	207

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $51.6B AUM 27.34% 1-Year Est. Return

KPP Advisory Services's FXR Position: Q1 2026 in Review

KPP Advisory Services sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026, closing a stake of 3,407 shares — an estimated $272K sold.

KPP Advisory Services first reported a position in FXR in Q1 2024 and held it in 8 quarters. The position peaked at $272K in Q4 2025. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

KPP Advisory Services reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
KPP Advisory Services sold 3,407 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $272K.
KPP Advisory Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2024 and held it in 8 quarters.
KPP Advisory Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $272K in Q4 2025.
164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.