Addison Advisors’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 | $66.2K | Hold |
1,180
| – | – | 0.02% | 371 |
|
2025
Q1 | $62.5K | Hold |
1,180
| – | – | 0.02% | 358 |
|
2024
Q4 | $63.9K | Hold |
1,180
| – | – | 0.02% | 349 |
|
2024
Q3 | $60.3K | Hold |
1,180
| – | – | 0.02% | 368 |
|
2024
Q2 | $54.6K | Hold |
1,180
| – | – | 0.02% | 363 |
|
2024
Q1 | $56.1K | Hold |
1,180
| – | – | 0.02% | 347 |
|
2023
Q4 | $51.1K | Hold |
1,180
| – | – | 0.02% | 354 |
|
2023
Q3 | $44.6K | Hold |
1,180
| – | – | 0.02% | 340 |
|
2023
Q2 | $44.5K | Hold |
1,180
| – | – | 0.02% | 331 |
|
2023
Q1 | $44.1K | Hold |
1,180
| – | – | 0.02% | 311 |
|
2022
Q4 | $48.3K | Hold |
1,180
| – | – | 0.03% | 291 |
|
2022
Q3 | $43K | Hold |
1,180
| – | – | 0.03% | 280 |
|
2022
Q2 | $46K | Hold |
1,180
| – | – | 0.03% | 269 |
|
2022
Q1 | $54K | Hold |
1,180
| – | – | 0.03% | 278 |
|
2021
Q4 | $55K | Hold |
1,180
| – | – | 0.03% | 234 |
|
2021
Q3 | $52K | Hold |
1,180
| – | – | 0.04% | 179 |
|
2021
Q2 | $52K | Buy |
+1,180
| New | +$52K | 0.04% | 184 |
|
2020
Q4 | $40K | Buy |
+1,180
| New | +$40K | 0.04% | 195 |
|