Spire Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.79K | Hold |
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|
2025
Q2 | $6.28K | Sell |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $510K | Hold |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $148K | Sell |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $720K | Buy |
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