TruWealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+3,265
| New | +$207K | 0.01% | 173 |
|
|
2025
Q1 | – | Sell |
-3,265
| Closed | -$211K | – | 163 |
|
|
2024
Q4 | $211K | Hold |
3,265
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $207K | Buy |
+3,265
| New | +$207K | 0.01% | 157 |
|
|
2024
Q2 | – | Sell |
-3,265
| Closed | -$211K | – | 165 |
|
|
2024
Q1 | $211K | Buy |
+3,265
| New | +$211K | 0.01% | 159 |
|
|
2022
Q1 | – | Sell |
-3,265
| Closed | -$203K | – | 127 |
|
|
2021
Q4 | $203K | Buy |
+3,265
| New | +$203K | 0.02% | 120 |
|