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

Win 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 		– Sell
-19,343
Closed -$1.54M – 93
2025
Q4 		$1.54M Buy
+19,343
New +$1.52M 0.66% 31

Other funds holding FXR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $51.6B AUM 27.34% 1-Year Est. Return

Win Advisors's FXR Position: Q1 2026 in Review

Win Advisors sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2026, closing a stake of 19,343 shares — an estimated $1.54M sold.

Win Advisors first reported a position in FXR in Q4 2025 and held it in 1 quarter. The position peaked at $1.54M in Q4 2025. 164 funds tracked by Wall St. Rank hold FXR as of Q1 2026.

  • Win Advisors reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Win Advisors sold 19,343 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2026, an estimated $1.54M.
  • Win Advisors first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Win Advisors's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.54M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.