WealthBridge Capital 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 | $289K | Buy |
3,888
+16
| +0.4% | +$1.19K | 0.07% | 174 |
|
|
2025
Q1 | $270K | Sell |
3,872
-397
| -9% | -$27.6K | 0.08% | 172 |
|
|
2024
Q4 | $319K | Buy |
4,269
+42
| +1% | +$3.14K | 0.09% | 144 |
|
|
2024
Q3 | $320K | Buy |
4,227
+994
| +31% | +$75.3K | 0.09% | 149 |
|
|
2024
Q2 | $220K | Buy |
3,233
+7
| +0.2% | +$476 | 0.07% | 169 |
|
|
2024
Q1 | $235K | Sell |
3,226
-158
| -5% | -$11.5K | 0.08% | 165 |
|
|
2023
Q4 | $220K | Buy |
+3,384
| New | +$220K | 0.08% | 162 |
|
|
2023
Q3 | – | Sell |
-5,287
| Closed | -$318K | – | 183 |
|
|
2023
Q2 | $318K | Buy |
5,287
+8
| +0.2% | +$481 | 0.13% | 125 |
|
|
2023
Q1 | $293K | Buy |
+5,279
| New | +$293K | 0.12% | 143 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$12K | – | 385 |
|
|
2019
Q1 | $12K | Sell |
300
-175
| -37% | -$7K | 0.01% | 527 |
|
|
2018
Q4 | $16K | Buy |
+475
| New | +$16K | 0.01% | 449 |
|