Sigma Planning Corp
FXR icon

Sigma Planning Corp’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Sigma Planning Corp’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
Q3 		$260K Buy
3,197
+652
+26% +$57.2K 0.01% 1121
2026
Q2 		$232K Buy
+2,545
New +$221K 0.01% 1245
2023
Q2 		– Sell
-42,576
Closed -$2.37M – 1273
2023
Q1 		$2.37M Sell
42,576
-10,025
-19% -$554K 0.08% 257
2022
Q4 		$2.71M Buy
52,601
+10,637
+25% +$542K 0.1% 213
2022
Q3 		$1.93M Buy
41,964
+5,619
+15% +$287K 0.07% 262
2022
Q2 		$1.75M Buy
36,345
+6,312
+21% +$332K 0.06% 303
2022
Q1 		$1.7M Sell
30,033
-2,873
-9% -$166K 0.05% 360
2021
Q4 		$2.05M Buy
32,906
+5,002
+18% +$304K 0.06% 322
2021
Q3 		$1.6M Sell
27,904
-5,889
-17% -$350K 0.05% 388
2021
Q2 		$1.99M Buy
33,793
+14,402
+74% +$851K 0.06% 332
2021
Q1 		$1.1M Buy
19,391
+7,966
+70% +$425K 0.04% 468
2020
Q4 		$573K Buy
+11,425
New +$529K 0.02% 643
2018
Q4 		– Sell
-78,322
Closed -$3.32M – 889
2018
Q3 		$3.32M Buy
+78,322
New +$3.25M 0.2% 111
2017
Q2 		– Sell
-6,225
Closed -$214K – 806
2017
Q1 		$214K Sell
6,225
-21,584
-78% -$737K 0.02% 682
2016
Q4 		$914K Buy
+27,809
New +$871K 0.1% 224
2015
Q3 		– Sell
-53,755
Closed -$1.6M – 707
2015
Q2 		$1.6M Buy
+53,755
New +$1.67M 0.22% 110

Other funds holding FXR

Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sigma Planning Corp's FXR Position: Q3 2026 in Review

Sigma Planning Corp increased its First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) stake by 26% in Q3 2026, buying an estimated $57.2K and bringing the position to 3,197 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1121.

Sigma Planning Corp first reported a position in FXR in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.32M in Q3 2018. 46 funds tracked by Wall St. Rank hold FXR as of Q3 2026.

  • Sigma Planning Corp held 3,197 shares of First Trust Industrials/Producer Durables AlphaDEX Fund worth $260K as of Q3 2026.
  • Sigma Planning Corp bought 652 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q3 2026, an estimated $57.2K.
  • First Trust Industrials/Producer Durables AlphaDEX Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1121 holding.
  • Sigma Planning Corp first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2015 and has held it in 16 quarters since.
  • Sigma Planning Corp's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $3.32M in Q3 2018.
  • 46 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.