United Capital Financial Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $392K | Sell |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $992K | Buy |
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|
2019
Q3 | $852K | Sell |
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|
2019
Q2 | $982K | Sell |
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|
2019
Q1 | $941K | Sell |
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|
2018
Q4 | $926K | Sell |
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $1.92M | Sell |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $2.02M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $891K | Buy |
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|
2016
Q1 | $826K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $7.22M | Sell |
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|
2015
Q1 | $7.83M | Buy |
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