Monument Capital Management’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
Q2 | $4.84M | Buy |
65,259
+823
| +1% | +$61.1K | 1.26% | 18 |
|
2025
Q1 | $4.49M | Sell |
64,436
-1,063
| -2% | -$74K | 1.38% | 20 |
|
2024
Q4 | $4.9M | Sell |
65,499
-1,646
| -2% | -$123K | 1.35% | 17 |
|
2024
Q3 | $5.09M | Sell |
67,145
-2,702
| -4% | -$205K | 1.41% | 17 |
|
2024
Q2 | $4.75M | Buy |
69,847
+15,750
| +29% | +$1.07M | 1.4% | 15 |
|
2024
Q1 | $3.95M | Buy |
54,097
+43,660
| +418% | +$3.19M | 1.14% | 21 |
|
2023
Q4 | $677K | Buy |
10,437
+1,211
| +13% | +$78.5K | 0.22% | 98 |
|
2023
Q3 | $530K | Buy |
9,226
+751
| +9% | +$43.1K | 0.18% | 98 |
|
2023
Q2 | $509K | Buy |
+8,475
| New | +$509K | 0.16% | 99 |
|