Spire 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 | – | Sell |
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|
2025
Q2 | $571 | Sell |
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|
2025
Q1 | $714K | Hold |
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|
2024
Q4 | $797K | Hold |
|
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|
2024
Q3 | $780K | Hold |
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|
2024
Q2 | $739K | Hold |
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|
2024
Q1 | $796K | Hold |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $852K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.73M | Buy |
|