FXR
+6.62 · +8.42%
$85.18 · NYSE ARCA

First Trust Industrials/Producer Durables AlphaDEX® Fund (FXR) ETF Analysis | Industrials

First Trust · United States
AUM:$791.8M
#– of – in Industrials ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.61% — moderate cost. Consider how fees compound over long holding periods.

What is FXR?

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the industrials and producer durables sectors that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FXR delivered 21.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.61%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 13.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$791.8M
Expense Ratio0.61%
Dividend Yield0.67%
Holdings50
Inception DateMay 2007
DomicileUnited States
DistributionNA
Index
ProviderFirst Trust
Beta1.35
CategoryIndustrials
CurrencyUSD
Portfolio Impact

How would FXR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.2%
1Y
+10.3%
3Y
+47.9%
5Y
+47.2%
OpenBook InsightIf you had invested £10,000 in FXR 5 years ago, it would have grown to £14,725 — a gain of £4,725.

Annual Returns

Calendar year performance

FXR delivered positive returns in 4 of the last 5 calendar years.
YearFXR
2026 YTD+7.6%
2025+8.0%
2024+17.3%
2023+26.6%
2022-16.1%
CAGR 4yr+7.7%
4/5 positive yearsAvg return: +8.7%Worst year: -16.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
16.4%
Low
Momentum
-0.3%
30-day change
Support Level
87.50
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.