Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,458
| Closed | -$2.04M | – | 880 |
|
|
2023
Q4 | $2.04M | Sell |
31,458
-15,437
| -33% | -$1M | 0.06% | 203 |
|
|
2023
Q3 | $2.69M | Buy |
46,895
+17,274
| +58% | +$992K | 0.09% | 177 |
|
|
2023
Q2 | $1.78M | Buy |
+29,621
| New | +$1.78M | 0.06% | 239 |
|
|
2020
Q1 | – | Sell |
-36,262
| Closed | -$1.64M | – | 232 |
|
|
2019
Q4 | $1.64M | Buy |
+36,262
| New | +$1.64M | 0.14% | 55 |
|