Meridian Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Hold |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $407K | Hold |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $380K | Sell |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $404K | Buy |
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