MTM Investment 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
Q3 | $581K | Sell |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $602K | Hold |
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|
2024
Q3 | $585K | Hold |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $602K | Hold |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $708K | Hold |
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|
2023
Q1 | $666K | Hold |
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|
2022
Q4 | $618K | Hold |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $583K | Hold |
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|
2022
Q1 | $699K | Hold |
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|
2021
Q4 | $795K | Hold |
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|
2021
Q3 | $758K | Hold |
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|
2021
Q2 | $779K | Buy |
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|
2021
Q1 | $737K | Hold |
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|
2020
Q4 | $644K | Buy |
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