EP Wealth 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
Q2 | $162K | Buy |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $120K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $434K | Sell |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $601K | Sell |
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|
2018
Q3 | $926K | Sell |
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|
2018
Q2 | $959K | Sell |
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|
2018
Q1 | $1.81M | Sell |
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|
2017
Q4 | $2.28M | Sell |
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|
2017
Q3 | $2.49M | Sell |
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|
2017
Q2 | $3.06M | Buy |
|