Avantax Advisory Services’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 | $206K | Buy |
+3,680
| New | +$206K | ﹤0.01% | 2182 |
|
|
2024
Q1 | – | Sell |
-5,390
| Closed | -$233K | – | 1678 |
|
|
2023
Q4 | $233K | Sell |
5,390
-616
| -10% | -$26.7K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $227K | Sell |
6,006
-375
| -6% | -$14.2K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $241K | Buy |
6,381
+33
| +0.5% | +$1.24K | ﹤0.01% | 1305 |
|
|
2023
Q1 | $237K | Buy |
6,348
+392
| +7% | +$14.6K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $244K | Buy |
+5,956
| New | +$244K | ﹤0.01% | 1216 |
|