AE Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Sell |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $7.52M | Buy |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $223K | Buy |
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