Aptus Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103K | Buy |
1,835
+15
| +0.8% | +$890 | ﹤0.01% | 1143 |
|
|
2025
Q4 | $110K | Buy |
1,820
+11
| +0.6% | +$647 | ﹤0.01% | 1156 |
|
|
2025
Q3 | $107K | Buy |
1,809
+7
| +0.4% | +$407 | ﹤0.01% | 1108 |
|
|
2025
Q2 | $101K | Hold |
1,802
| – | – | ﹤0.01% | 1070 |
|
|
2025
Q1 | $95.5K | Hold |
1,802
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q4 | $97.5K | Buy |
1,802
+1,770
| +5,531% | +$97K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $1.64K | Hold |
32
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q2 | $1.48K | Hold |
32
| – | – | ﹤0.01% | 1123 |
|
|
2024
Q1 | $1.52K | Hold |
32
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q4 | $1.39K | Hold |
32
| – | – | ﹤0.01% | 880 |
|
|
2023
Q3 | $1.21K | Hold |
32
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $1.21K | Hold |
32
| – | – | ﹤0.01% | 776 |
|
|
2023
Q1 | $1.2K | Hold |
32
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $1.31K | Hold |
32
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 755 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 648 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 505 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $0 | Buy |
+32
| New | +$768 | ﹤0.01% | 429 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$16K | – | 447 |
|
|
2019
Q4 | $16K | Buy |
+500
| New | +$16.3K | ﹤0.01% | 440 |
|
Other funds holding FXO
WWA
CPA
