CAPTRUST Financial Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $127K | Buy |
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|
2022
Q1 | $119K | Buy |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $104K | Buy |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $41K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5.33K | Buy |
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