MinichMacGregor Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $669K | Sell |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $3.36M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $3.89M | Buy |
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|
2022
Q4 | $337 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.01M | Buy |
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|
2021
Q4 | $4.81M | Sell |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $4.37M | Sell |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $3.25M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $25K | Sell |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $946K | Buy |
|
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|
2016
Q1 | $962K | Buy |
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|
2015
Q4 | $736K | Buy |
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