Bellwether 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 | $228K | Hold |
4,065
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $215K | Hold |
4,065
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $220K | Hold |
4,065
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $208K | Buy |
+4,065
| New | +$208K | 0.04% | 119 |
|
|
2023
Q2 | – | Sell |
-4,065
| Closed | -$152K | – | 231 |
|
|
2023
Q1 | $152K | Hold |
4,065
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $167K | Buy |
+4,065
| New | +$167K | 0.05% | 127 |
|