Steward Partners Investment Advisory’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 | $260K | Sell |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $522K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $141K | Buy |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $62K | Sell |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $104K | Buy |
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|
2019
Q2 | $44K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $44K | Buy |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $14K | Buy |
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