CAPTRUST Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $6.69M | Sell |
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|
2021
Q4 | $7.48M | Buy |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $85K | Hold |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $85K | Hold |
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|
2018
Q2 | $78K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $79K | Buy |
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