Independent Advisor Alliance’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
Q1 | – | Sell |
-74,612
| Closed | -$5.58M | – | 1016 |
|
2024
Q4 | $5.58M | Buy |
+74,612
| New | +$5.58M | 0.07% | 247 |
|
2020
Q1 | – | Sell |
-5,281
| Closed | -$238K | – | 555 |
|
2019
Q4 | $238K | Sell |
5,281
-17,064
| -76% | -$769K | 0.01% | 759 |
|
2019
Q3 | $996K | Buy |
+22,345
| New | +$996K | 0.12% | 157 |
|
2017
Q2 | – | Sell |
-31,165
| Closed | -$1.06M | – | 288 |
|
2017
Q1 | $1.06M | Buy |
+31,165
| New | +$1.06M | 0.17% | 153 |
|