Claro 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
Q1 | – | Sell |
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|
2024
Q4 | $375K | Hold |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $219K | Buy |
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