Proactive Wealth Strategies’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Proactive Wealth Strategies’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	-53,106	Closed	-$4.15M	–	155
2025 Q3	$4.15M	Sell	53,106 -1,805	-3%	-$141K	1.78%	10
2025 Q2	$4.08M	Sell	54,911 -270	-0.5%	-$18.8K	1.92%	9
2025 Q1	$3.84M	Sell	55,181 -125	-0.2%	-$9.32K	2.05%	8
2024 Q4	$4.14M	Sell	55,306 -197	-0.4%	-$15.4K	2.16%	7
2024 Q3	$4.21M	Buy	+55,503	New	+$3.96M	2.34%	8

Other funds holding FXR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proactive Wealth Strategies's FXR Position: Q4 2025 in Review

Proactive Wealth Strategies sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2025, closing a stake of 53,106 shares — an estimated $4.15M sold.

Proactive Wealth Strategies first reported a position in FXR in Q3 2024 and held it in 5 quarters. The position peaked at $4.21M in Q3 2024. 167 funds tracked by Wall St. Rank hold FXR as of Q4 2025.

Proactive Wealth Strategies reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Proactive Wealth Strategies sold 53,106 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2025, an estimated $4.15M.
Proactive Wealth Strategies first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q3 2024 and held it in 5 quarters.
Proactive Wealth Strategies's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $4.21M in Q3 2024.
167 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2025.

Based on Proactive Wealth Strategies's 13F filing for Q4 2025, filed 5 Feb 2026.