GWP
Gateway Wealth Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,716
| Closed | -$203K | – | 319 |
|
|
2024
Q4 | $203K | Buy |
+2,716
| New | +$203K | 0.05% | 282 |
|
|
2024
Q3 | – | Sell |
-3,066
| Closed | -$209K | – | 280 |
|
|
2024
Q2 | $209K | Buy |
3,066
+178
| +6% | +$12.1K | 0.06% | 251 |
|
|
2024
Q1 | $211K | Buy |
+2,888
| New | +$211K | 0.08% | 223 |
|