Avantax Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $882K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $856K | Buy |
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