DHJJ Financial Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
1,778
| – | – | 0.04% | 233 |
|
|
2025
Q1 | $116K | Sell |
1,778
-409
| -19% | -$26.7K | 0.05% | 205 |
|
|
2024
Q4 | $140K | Hold |
2,187
| – | – | 0.05% | 185 |
|
|
2024
Q3 | $149K | Sell |
2,187
-5
| -0.2% | -$342 | 0.06% | 172 |
|
|
2024
Q2 | $141K | Sell |
2,192
-15
| -0.7% | -$966 | 0.06% | 172 |
|
|
2024
Q1 | $151K | Hold |
2,207
| – | – | 0.07% | 162 |
|
|
2023
Q4 | $139K | Sell |
2,207
-497
| -18% | -$31.4K | 0.07% | 166 |
|
|
2023
Q3 | $163K | Buy |
+2,704
| New | +$163K | 0.08% | 140 |
|