Atria Wealth Solutions’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	$1.27M	Buy	22,581 +1,742	+8%	+$97.7K	0.03%	556
2025 Q1	$1.1M	Buy	20,839 +1,583	+8%	+$83.9K	0.01%	839
2024 Q4	$1.04M	Buy	+19,256	New	+$1.04M	0.01%	906
2024 Q2	–	Sell	-4,437	Closed	-$211K	–	1959
2024 Q1	$211K	Buy	+4,437	New	+$211K	﹤0.01%	1781