Avior Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-115
Closed -$1.92K 3853
2023
Q4
$1.92K Sell
115
-3,102
-96% -$51.8K ﹤0.01% 1307
2023
Q3
$56K Sell
3,217
-767
-19% -$13.4K ﹤0.01% 743
2023
Q2
$62.3K Sell
3,984
-14,579
-79% -$228K ﹤0.01% 715
2023
Q1
$288K Buy
+18,563
New +$288K 0.02% 457