Coppell Advisory Solutions’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
13,529
| – | – | 0.12% | 167 |
|
|
2025
Q1 | $912K | Sell |
13,529
-11,454
| -46% | -$772K | 0.13% | 158 |
|
|
2024
Q4 | $1.87M | Sell |
24,983
-3,681
| -13% | -$276K | 0.26% | 80 |
|
|
2024
Q3 | $2.17M | Sell |
28,664
-3,502
| -11% | -$265K | 0.32% | 71 |
|
|
2024
Q2 | $2.19M | Buy |
+32,166
| New | +$2.19M | 0.36% | 62 |
|
|
2023
Q4 | $2.01M | Buy |
31,025
+8,901
| +40% | +$577K | 0.4% | 57 |
|
|
2023
Q3 | $1.14M | Sell |
22,124
-57,953
| -72% | -$2.99M | 0.39% | 64 |
|
|
2023
Q2 | $4.78M | Buy |
80,077
+62,990
| +369% | +$3.76M | 1.35% | 11 |
|
|
2023
Q1 | $931K | Sell |
17,087
-5,037
| -23% | -$274K | 0.31% | 86 |
|
|
2022
Q4 | $1.14M | Buy |
+22,124
| New | +$1.14M | 0.39% | 68 |
|
|
2020
Q4 | $1.12M | Buy |
+22,258
| New | +$1.12M | 0.56% | 48 |
|