Realta Investment Advisors’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 | $35 | Hold |
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|
2025
Q2 | $32 | Hold |
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|
2025
Q1 | $30 | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $483K | Hold |
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|
2023
Q2 | $483K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $595K | Hold |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $466K | Buy |
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