Paragon Private 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
Q2 | $2.54M | Sell |
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|
2025
Q1 | $3M | Sell |
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|
2024
Q4 | $4.14M | Buy |
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|
2024
Q3 | $4.03M | Buy |
|
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|
2024
Q2 | $3.79M | Buy |
|
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.56M | Buy |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $3.03M | Buy |
|
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $1.96M | Buy |
|