Prime Capital Investment Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Prime Capital Investment Advisors’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	$263K	Buy	2,887 +5	+0.2%	+$434	﹤0.01%	913
2026 Q1	$235K	Buy	2,882 +75	+3%	+$6.46K	﹤0.01%	927
2025 Q4	$224K	Buy	2,807 +6	+0.2%	+$470	﹤0.01%	924
2025 Q3	$219K	Buy	2,801 +5	+0.2%	+$390	﹤0.01%	911
2025 Q2	$207K	Buy	+2,796	New	+$195K	﹤0.01%	890
2025 Q1	–	Sell	-2,833	Closed	-$212K	–	1084
2024 Q4	$212K	Buy	2,833 +184	+7%	+$14.4K	﹤0.01%	846
2024 Q3	$201K	Buy	+2,649	New	+$189K	﹤0.01%	860

Other funds holding FXR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prime Capital Investment Advisors's FXR Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 0.17% in Q2 2026, buying an estimated $434 and bringing the position to 2,887 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Prime Capital Investment Advisors first reported a position in FXR in Q3 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold FXR as of Q2 2026.

Prime Capital Investment Advisors held 2,887 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $263K as of Q2 2026.
Prime Capital Investment Advisors bought 5 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2026, an estimated $434.
First Trust Industrials/Producer Durables AlphaDEX Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #913 holding.
Prime Capital Investment Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.