Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$145,958.85
% of Total Estimate Gain
20.59%

HARMONY ASSET MANAGEMENT LLC's First Trust Consumer Discretionary AlphaDEX Fund Holding Summary

As of 2025-03-31, HARMONY ASSET MANAGEMENT LLC held - shares of First Trust Consumer Discretionary AlphaDEX Fund(FXD), totaling N/A. This investment constitutes 0% of their stock portfolio, and HARMONY ASSET MANAGEMENT LLC now holds 0% of the outstanding First Trust Consumer Discretionary AlphaDEX Fund(FXD) stock.

The initial trade took place in 2023Q4. And since then HARMONY ASSET MANAGEMENT LLC has made 1 purchases of FXD, at an average price of $52.56, for a total of 13,488.00 shares. In addition, there have been 4 sales at an average price of $63.38 for 13,488.00 shares. Based on historical transaction data and FXD's current price of $66.24, HARMONY ASSET MANAGEMENT LLC's estimated gain on his FXD holdings is $145,958.85, reflecting a 20.59% gain to date.

HARMONY ASSET MANAGEMENT LLC FXD ($66.24) Holding Chart

HARMONY ASSET MANAGEMENT LLC FXD ($66.24) 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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