Beacon Pointe Advisors’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 | $201K | Buy |
+3,583
| New | +$201K | ﹤0.01% | 1171 |
|
|
2022
Q2 | – | Sell |
-8,122
| Closed | -$373K | – | 1116 |
|
|
2022
Q1 | $373K | Buy |
8,122
+3,020
| +59% | +$139K | 0.01% | 899 |
|
|
2021
Q4 | $236K | Sell |
5,102
-220
| -4% | -$10.2K | 0.01% | 822 |
|
|
2021
Q3 | $236K | Sell |
5,322
-1,312
| -20% | -$58.2K | 0.01% | 795 |
|
|
2021
Q2 | $290K | Buy |
6,634
+455
| +7% | +$19.9K | 0.01% | 662 |
|
|
2021
Q1 | $256K | Buy |
6,179
+8
| +0.1% | +$331 | 0.02% | 426 |
|
|
2020
Q4 | $212K | Buy |
+6,171
| New | +$212K | 0.01% | 458 |
|