IFP Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
|
|||||
|
2025
Q1 | $102K | Sell |
|
|||||
|
2024
Q4 | $110K | Buy |
|
|||||
|
2024
Q3 | $127K | Buy |
|
|||||
|
2024
Q2 | $110K | Sell |
|
|||||
|
2024
Q1 | $160K | Sell |
|
|||||
|
2023
Q4 | $176K | Sell |
|
|||||
|
2023
Q3 | $236K | Sell |
|
|||||
|
2023
Q2 | $241K | Sell |
|
|||||
|
2023
Q1 | $197K | Sell |
|
|||||
|
2022
Q4 | $780K | Sell |
|
|||||
|
2022
Q3 | $1M | Buy |
|
|||||
|
2022
Q2 | $987K | Hold |
|
|||||
|
2022
Q1 | $987K | Buy |
|
|||||
|
2021
Q4 | $570K | Buy |
|
|||||
|
2021
Q3 | $134K | Buy |
|
|||||
|
2021
Q2 | $132K | Buy |
|
|||||
|
2021
Q1 | $116K | Hold |
|
|||||
|
2020
Q4 | $100K | Hold |
|
|||||
|
2020
Q3 | $79K | Hold |
|
|||||
|
2020
Q2 | $72K | Hold |
|
|||||
|
2020
Q1 | $58K | Hold |
|
|||||
|
2019
Q4 | $84K | Sell |
|
|||||
|
2019
Q3 | $79K | Buy |
|
|||||
|
2019
Q1 | $219K | Sell |
|
|||||
|
2018
Q4 | $221K | Sell |
|
|||||
|
2018
Q3 | $392K | Buy |
|
|||||
|
2018
Q2 | $331K | Sell |
|
|||||
|
2018
Q1 | $366K | Hold |
|
|||||
|
2017
Q4 | $366K | Sell |
|
|||||
|
2017
Q3 | $392K | Hold |
|
|||||
|
2017
Q2 | $375K | Sell |
|
|||||
|
2017
Q1 | $372K | Buy |
|
|||||
|
2016
Q4 | $151K | Buy |
|
|||||
|
2016
Q3 | $80K | Hold |
|
|||||
|
2016
Q2 | $76K | Sell |
|
|||||
|
2016
Q1 | $219K | Buy |
|
|||||
|
2015
Q4 | $78K | Buy |
|