Schrum 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
Q3 | $990K | Hold |
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|
2025
Q2 | $920K | Hold |
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|
2025
Q1 | $840K | Hold |
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|
2024
Q4 | $938K | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $869K | Hold |
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|
2024
Q1 | $936K | Buy |
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|
2023
Q4 | $826K | Sell |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $801K | Hold |
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|
2023
Q1 | $753K | Hold |
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|
2022
Q4 | $699K | Sell |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $687K | Hold |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $952K | Buy |
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