Guardian Wealth Advisors (North Carolina)’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 | $2.75K | Hold |
37
| – | – | ﹤0.01% | 523 |
|
|
2025
Q1 | $2.58K | Hold |
37
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $2.77K | Sell |
37
-41
| -53% | -$3.07K | ﹤0.01% | 481 |
|
|
2024
Q3 | $5.91K | Hold |
78
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $5.31K | Hold |
78
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $5.69K | Sell |
78
-521
| -87% | -$38K | ﹤0.01% | 399 |
|
|
2023
Q4 | $38.9K | Buy |
599
+562
| +1,519% | +$36.5K | 0.01% | 325 |
|
|
2023
Q3 | $2.13K | Sell |
37
-270
| -88% | -$15.5K | ﹤0.01% | 394 |
|
|
2023
Q2 | $18.4K | Hold |
307
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $17.1K | Hold |
307
| – | – | ﹤0.01% | 319 |
|
|
2022
Q4 | $15.8K | Sell |
307
-10
| -3% | -$515 | ﹤0.01% | 301 |
|
|
2022
Q3 | $15K | Hold |
317
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $15K | Hold |
317
| – | – | ﹤0.01% | 277 |
|
|
2022
Q1 | $18K | Sell |
317
-99
| -24% | -$5.62K | 0.01% | 207 |
|
|
2021
Q4 | $26K | Buy |
+416
| New | +$26K | 0.01% | 188 |
|