WMG Financial Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Hold |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $936K | Buy |
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