Monument Capital Management
FXR icon

Monument Capital Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Monument Capital Management’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
Q3 		$5.28M Buy
64,860
+1,034
+2% +$90.7K 1.1% 22
2026
Q2 		$5.82M Sell
63,826
-59
-0.1% -$5.12K 1.17% 19
2026
Q1 		$5.21M Sell
63,885
-35
-0.1% -$3.02K 1.31% 15
2025
Q4 		$5.11M Buy
63,920
+3,166
+5% +$248K 1.27% 19
2025
Q3 		$4.74M Sell
60,754
-4,505
-7% -$351K 1.19% 22
2025
Q2 		$4.84M Buy
65,259
+823
+1% +$57.4K 1.26% 18
2025
Q1 		$4.49M Sell
64,436
-1,063
-2% -$79.2K 1.38% 20
2024
Q4 		$4.9M Sell
65,499
-1,646
-2% -$129K 1.35% 17
2024
Q3 		$5.09M Sell
67,145
-2,702
-4% -$193K 1.41% 17
2024
Q2 		$4.75M Buy
69,847
+15,750
+29% +$1.1M 1.4% 15
2024
Q1 		$3.95M Buy
54,097
+43,660
+418% +$2.93M 1.14% 21
2023
Q4 		$677K Buy
10,437
+1,211
+13% +$71.2K 0.22% 98
2023
Q3 		$530K Buy
9,226
+751
+9% +$45K 0.18% 98
2023
Q2 		$509K Buy
+8,475
New +$471K 0.16% 99

Other funds holding FXR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Monument Capital Management's FXR Position: Q3 2026 in Review

Monument Capital Management increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 1.6% in Q3 2026, buying an estimated $90.7K and bringing the position to 64,860 shares worth $5.28M. The position accounts for 1.1% of the portfolio, ranked #22.

Monument Capital Management first reported a position in FXR in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.82M in Q2 2026. 108 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

  • Monument Capital Management held 64,860 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $5.28M as of Q3 2026.
  • Monument Capital Management bought 1,034 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2026, an estimated $90.7K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 1.1% of Monument Capital Management's portfolio in Q3 2026, its #22 holding.
  • Monument Capital Management first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2023 and has held it in 14 quarters since.
  • Monument Capital Management's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $5.82M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.