WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $994K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $355K | Buy |
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