Bellevue Asset Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Sell |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $817K | Sell |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $756K | Sell |
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|
2020
Q2 | $899K | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.7M | Buy |
|