Bellevue Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Buy |
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|
2025
Q1 | $82.8K | Buy |
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|
2024
Q4 | $84K | Sell |
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|
2024
Q3 | $91.2K | Buy |
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|
2024
Q2 | $82.5K | Sell |
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|
2024
Q1 | $92.1K | Sell |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $3.35M | Buy |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $2.98M | Sell |
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|
2020
Q4 | $2.7M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $955K | Sell |
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|
2019
Q4 | $1.42M | Buy |
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