Guided Capital Wealth Management, LLC FXR Holdings History
Guided Capital Wealth Management, LLC's First Trust Industrials/Producer Durables AlphaDEX Fund Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 94,200.00 shares of First Trust Industrials/Producer Durables AlphaDEX Fund(FXR), totaling $6.99 Mil. This investment constitutes 5.39% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.39% of the outstanding First Trust Industrials/Producer Durables AlphaDEX Fund(FXR) stock.
The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of FXR, at an average price of $77.76, for a total of 95,234.00 shares. In addition, there have been 1 sales at an average price of $69.75 for 1,034.00 shares. Based on historical transaction data and FXR's current price of $78.32, Guided Capital Wealth Management, LLC's estimated gain on his FXR holdings is $44,356.02, reflecting a 0.60% gain to date.
Guided Capital Wealth Management, LLC FXR ($78.32) Holding Chart
Guided Capital Wealth Management, LLC FXR ($78.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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