1858 Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
19,283
+955
| +5% | +$53.5K | 0.8% | 36 |
|
|
2025
Q1 | $971K | Buy |
18,328
+388
| +2% | +$20.6K | 0.82% | 35 |
|
|
2024
Q4 | $971K | Buy |
17,940
+515
| +3% | +$27.9K | 0.77% | 39 |
|
|
2024
Q3 | $891K | Buy |
17,425
+1,630
| +10% | +$83.3K | 0.73% | 38 |
|
|
2024
Q2 | $731K | Buy |
15,795
+1,413
| +10% | +$65.4K | 0.61% | 52 |
|
|
2024
Q1 | $623K | Hold |
14,382
| – | – | 0.59% | 53 |
|
|
2023
Q4 | $623K | Buy |
+14,382
| New | +$623K | 0.59% | 53 |
|