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

Regal 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
Q1 		$2.41M Sell
29,514
-3,744
-11% -$322K 0.14% 178
2025
Q4 		$2.66M Sell
33,258
-2,447
-7% -$192K 0.16% 153
2025
Q3 		$2.79M Buy
35,705
+2,017
+6% +$157K 0.18% 141
2025
Q2 		$2.5M Buy
33,688
+1,486
+5% +$104K 0.19% 135
2025
Q1 		$2.24M Buy
32,202
+1,252
+4% +$93.3K 0.18% 140
2024
Q4 		$2.32M Buy
30,950
+1,808
+6% +$141K 0.17% 139
2024
Q3 		$2.21M Buy
29,142
+2,916
+11% +$208K 0.15% 164
2024
Q2 		$1.78M Buy
26,226
+372
+1% +$26K 0.12% 191
2024
Q1 		$1.89M Buy
25,854
+1,306
+5% +$87.7K 0.13% 178
2023
Q4 		$1.59M Sell
24,548
-635
-3% -$37.3K 0.12% 179
2023
Q3 		$1.45M Buy
25,183
+3,205
+15% +$192K 0.12% 176
2023
Q2 		$1.32M Buy
21,978
+243
+1% +$13.5K 0.11% 183
2023
Q1 		$1.21M Sell
21,735
-367
-2% -$20.3K 0.11% 184
2022
Q4 		$1.14M Buy
22,102
+829
+4% +$42.2K 0.11% 178
2022
Q3 		$978K Sell
21,273
-4,932
-19% -$252K 0.1% 180
2022
Q2 		$1.26M Buy
26,205
+3,561
+16% +$187K 0.13% 158
2022
Q1 		$1.28M Buy
22,644
+2,101
+10% +$121K 0.12% 172
2021
Q4 		$1.28M Buy
20,543
+3,631
+21% +$221K 0.11% 190
2021
Q3 		$970K Buy
16,912
+3,038
+22% +$181K 0.09% 240
2021
Q2 		$818K Buy
+13,874
New +$820K 0.08% 254
2021
Q1 		– Sell
-9,099
Closed -$457K – 181
2020
Q4 		$457K Buy
+9,099
New +$421K 0.05% 296
2020
Q3 		– Sell
-11,297
Closed -$428K – 90
2020
Q2 		$428K Buy
+11,297
New +$394K 0.08% 194
2020
Q1 		– Sell
-13,495
Closed -$609K – 127
2019
Q4 		$609K Sell
13,495
-606
-4% -$26.4K 0.11% 176
2019
Q3 		$590K Sell
14,101
-188
-1% -$7.83K 0.12% 176
2019
Q2 		$606K Sell
14,289
-2,068
-13% -$84.7K 0.12% 170
2019
Q1 		$653K Sell
16,357
-3,224
-16% -$124K 0.13% 160
2018
Q4 		$668K Buy
19,581
+1,360
+7% +$51.1K 0.15% 158
2018
Q3 		$772K Buy
18,221
+825
+5% +$34.3K 0.16% 153
2018
Q2 		$680K Sell
17,396
-4,118
-19% -$164K 0.21% 138
2018
Q1 		$852K Buy
21,514
+3,733
+21% +$152K 0.19% 136
2017
Q4 		$722K Buy
17,781
+753
+4% +$29.1K 0.16% 146
2017
Q3 		$632K Buy
17,028
+973
+6% +$34.8K 0.15% 156
2017
Q2 		$568K Sell
16,055
-956
-6% -$33.2K 0.14% 158
2017
Q1 		$584K Buy
17,011
+456
+3% +$15.6K 0.15% 158
2016
Q4 		$544K Buy
+16,555
New +$519K 0.15% 153
2016
Q3 		– Sell
-12,055
Closed -$330K – 261
2016
Q2 		$330K Sell
12,055
-753
-6% -$21.1K 0.09% 190
2016
Q1 		$356K Sell
12,808
-2,775
-18% -$70.3K 0.1% 179
2015
Q4 		$406K Sell
15,583
-21,997
-59% -$597K 0.11% 171
2015
Q3 		$970K Sell
37,580
-3,034
-7% -$85.9K 0.25% 108
2015
Q2 		$1.21M Sell
40,614
-9,752
-19% -$302K 0.33% 95
2015
Q1 		$1.57M Sell
50,366
-598
-1% -$18.2K 0.39% 80
2014
Q4 		$1.55M Sell
50,964
-8,665
-15% -$257K 0.41% 77
2014
Q3 		$1.75M Buy
59,629
+1,376
+2% +$41.6K 0.53% 67
2014
Q2 		$1.78M Buy
58,253
+52,813
+971% +$1.57M 0.63% 59
2014
Q1 		$160K Buy
+5,440
New +$155K 0.07% 212
2013
Q4 		– Sell
-8,871
Closed -$222K – 877
2013
Q3 		$222K Sell
8,871
-1,894
-18% -$45.8K 0.13% 157
2013
Q2 		$243K Buy
+10,765
New +$241K 0.13% 144

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B 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
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Regal Investment Advisors's FXR Position: Q1 2026 in Review

Regal Investment Advisors reduced its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 11% in Q1 2026, selling an estimated $322K and leaving 29,514 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #178.

Regal Investment Advisors first reported a position in FXR in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.79M in Q3 2025. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

  • Regal Investment Advisors held 29,514 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $2.41M as of Q1 2026.
  • Regal Investment Advisors sold 3,744 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $322K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.14% of Regal Investment Advisors's portfolio in Q1 2026, its #178 holding.
  • Regal Investment Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2013 and has held it in 47 quarters since.
  • Regal Investment Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $2.79M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.