Trueblood Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $348K | Buy |
4,683
+4
| +0.1% | +$297 | 0.15% | 186 |
|
2025
Q1 | $326K | Hold |
4,679
| – | – | 0.15% | 177 |
|
2024
Q4 | $350K | Hold |
4,679
| – | – | 0.17% | 167 |
|
2024
Q3 | $354K | Hold |
4,679
| – | – | 0.18% | 158 |
|
2024
Q2 | $318K | Hold |
4,679
| – | – | 0.18% | 155 |
|
2024
Q1 | $341K | Hold |
4,679
| – | – | 0.2% | 143 |
|
2023
Q4 | $303K | Buy |
+4,679
| New | +$303K | 0.19% | 149 |
|