Atria Wealth Solutions’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $631K | Buy |
4,013
+750
| +23% | +$118K | 0.01% | 818 |
|
2025
Q1 | $432K | Sell |
3,263
-770
| -19% | -$102K | 0.01% | 1258 |
|
2024
Q4 | $599K | Sell |
4,033
-1,633
| -29% | -$243K | 0.01% | 1164 |
|
2024
Q3 | $786K | Buy |
5,666
+254
| +5% | +$35.2K | 0.01% | 1014 |
|
2024
Q2 | $737K | Sell |
5,412
-3,002
| -36% | -$409K | 0.01% | 1024 |
|
2024
Q1 | $1.13M | Sell |
8,414
-390
| -4% | -$52.6K | 0.01% | 855 |
|
2023
Q4 | $1.13M | Buy |
8,804
+92
| +1% | +$11.8K | 0.01% | 807 |
|
2023
Q3 | $968K | Sell |
8,712
-2,934
| -25% | -$326K | 0.01% | 822 |
|
2023
Q2 | $1.34M | Buy |
11,646
+1,365
| +13% | +$157K | 0.02% | 719 |
|
2023
Q1 | $1.08M | Buy |
10,281
+3,333
| +48% | +$351K | 0.02% | 761 |
|
2022
Q4 | $636K | Sell |
6,948
-186
| -3% | -$17K | 0.01% | 963 |
|
2022
Q3 | $619K | Sell |
7,134
-6,026
| -46% | -$522K | 0.01% | 915 |
|
2022
Q2 | $1.24M | Buy |
13,160
+281
| +2% | +$26.5K | 0.02% | 598 |
|
2022
Q1 | $1.5M | Buy |
+12,879
| New | +$1.5M | 0.02% | 575 |
|