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Principal Securities’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-210
Closed -$16.4K – 2181
2025
Q3 		$16.4K Hold
210
– – ﹤0.01% 2496
2025
Q2 		$15.6K Hold
210
– – ﹤0.01% 2441
2025
Q1 		$15.7K Hold
210
– – ﹤0.01% 2338
2024
Q4 		$15.7K Hold
210
– – ﹤0.01% 2334
2024
Q3 		$15.9K Hold
210
– – ﹤0.01% 2234
2024
Q2 		$14.3K Hold
210
– – ﹤0.01% 2234
2024
Q1 		$15.3K Hold
210
– – ﹤0.01% 2139
2023
Q4 		$13.6K Buy
+210
New +$12.3K ﹤0.01% 2112

Other funds holding FXR

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return