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Salem Investment Counselors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Salem Investment Counselors’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
-750
Closed -$58.5K – 676
2025
Q3 		$58.5K Hold
750
– – ﹤0.01% 573
2025
Q2 		$55.7K Hold
750
– – ﹤0.01% 563
2025
Q1 		$52.2K Hold
750
– – ﹤0.01% 565
2024
Q4 		$56.1K Hold
750
– – ﹤0.01% 560
2024
Q3 		$56.8K Hold
750
– – ﹤0.01% 561
2024
Q2 		$51K Hold
750
– – ﹤0.01% 551
2024
Q1 		$54.7K Hold
750
– – ﹤0.01% 536
2023
Q4 		$48.6K Hold
750
– – ﹤0.01% 550
2023
Q3 		$43.1K Hold
750
– – ﹤0.01% 547
2023
Q2 		$45.1K Hold
750
– – ﹤0.01% 537
2023
Q1 		$41.7K Hold
750
– – ﹤0.01% 565
2022
Q4 		$38.6K Hold
750
– – ﹤0.01% 555
2022
Q3 		$34K Hold
750
– – ﹤0.01% 539
2022
Q2 		$36K Hold
750
– – ﹤0.01% 557
2022
Q1 		$42K Hold
750
– – ﹤0.01% 536
2021
Q4 		$47K Hold
750
– – ﹤0.01% 570
2021
Q3 		$43K Hold
750
– – ﹤0.01% 522
2021
Q2 		$44K Hold
750
– – ﹤0.01% 497
2021
Q1 		$42K Hold
750
– – ﹤0.01% 476
2020
Q4 		$38K Hold
750
– – ﹤0.01% 488
2020
Q3 		$31K Hold
750
– – ﹤0.01% 439
2020
Q2 		$28K Hold
750
– – ﹤0.01% 444
2020
Q1 		$23K Hold
750
– – ﹤0.01% 425
2019
Q4 		$34K Hold
750
– – ﹤0.01% 428
2019
Q3 		$31K Sell
750
-98
-12% -$4.08K ﹤0.01% 421
2019
Q2 		$36K Buy
+848
New +$34.7K ﹤0.01% 411

Other funds holding FXR

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $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
UBS Group
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salem Investment Counselors's FXR Position: Q4 2025 in Review

Salem Investment Counselors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2025, closing a stake of 750 shares — an estimated $58.5K sold.

Salem Investment Counselors first reported a position in FXR in Q2 2019 and held it in 26 quarters. The position peaked at $58.5K in Q3 2025. 167 funds tracked by Wall St. Rank hold FXR as of Q4 2025.

  • Salem Investment Counselors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 750 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2025, an estimated $58.5K.
  • Salem Investment Counselors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2019 and held it in 26 quarters.
  • Salem Investment Counselors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $58.5K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.