Leelyn Smith’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 |
-5,138
| Closed | -$384K | – | 132 |
|
2024
Q4 | $384K | Sell |
5,138
-1,463
| -22% | -$109K | 0.07% | 114 |
|
2024
Q3 | $500K | Sell |
6,601
-1,644
| -20% | -$125K | 0.09% | 102 |
|
2024
Q2 | $561K | Sell |
8,245
-76
| -0.9% | -$5.17K | 0.11% | 100 |
|
2024
Q1 | $607K | Buy |
8,321
+336
| +4% | +$24.5K | 0.12% | 101 |
|
2023
Q4 | $518K | Buy |
+7,985
| New | +$518K | 0.11% | 102 |
|