Carson Wealth (CWM LLC)’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 | $3.38M | Buy |
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|
2025
Q2 | $3.15M | Sell |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.53M | Sell |
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|
2024
Q2 | $4.8M | Sell |
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|
2024
Q1 | $5.66M | Sell |
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|
2023
Q4 | $7.32M | Sell |
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|
2023
Q3 | $8.74M | Buy |
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|
2023
Q2 | $6.64M | Buy |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $10.3M | Sell |
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|
2022
Q1 | $15.5M | Sell |
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|
2021
Q4 | $18.4M | Buy |
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|
2021
Q2 | $16.4M | Hold |
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|
2021
Q1 | $16.4M | Hold |
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|
2020
Q4 | $16.4M | Hold |
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|
2020
Q3 | $16.4M | Hold |
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|
2020
Q2 | $16.4M | Hold |
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|
2020
Q1 | $16.4M | Hold |
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|
2019
Q4 | $16.4M | Hold |
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|
2019
Q3 | $16.4M | Hold |
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|
2019
Q2 | $16.4M | Hold |
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|
2019
Q1 | $16.4M | Buy |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $14M | Buy |
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|
2018
Q2 | $8.66M | Buy |
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|
2018
Q1 | $6.83M | Buy |
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|
2017
Q4 | $6.46M | Buy |
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|
2017
Q3 | $5.65M | Sell |
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|
2017
Q2 | $5.63M | Buy |
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|
2017
Q1 | $5.38M | Sell |
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|
2016
Q4 | $5.2M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $48K | Buy |
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