Guardian Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
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|
2025
Q2 | $18K | Hold |
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|
2025
Q1 | $16.4K | Hold |
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|
2024
Q4 | $18.3K | Sell |
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|
2024
Q3 | $20.8K | Hold |
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|
2024
Q2 | $19.7K | Hold |
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|
2024
Q1 | $21.2K | Sell |
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|
2023
Q4 | $41.8K | Buy |
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|
2023
Q3 | $14.4K | Sell |
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|
2023
Q2 | $19.5K | Hold |
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|
2023
Q1 | $18.3K | Hold |
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|
2022
Q4 | $17K | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $11K | Buy |
|