BA
Bellwether Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
2,650
-300
| -10% | -$22.3K | 0.03% | 126 |
|
|
2025
Q1 | $205K | Hold |
2,950
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $221K | Hold |
2,950
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $223K | Hold |
2,950
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $201K | Hold |
2,950
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $215K | Buy |
+2,950
| New | +$215K | 0.05% | 114 |
|
|
2023
Q2 | – | Sell |
-2,950
| Closed | -$164K | – | 232 |
|
|
2023
Q1 | $164K | Hold |
2,950
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $152K | Buy |
+2,950
| New | +$152K | 0.04% | 134 |
|