Caldwell Trust’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
Q3 | $2.97K | Sell |
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|
2025
Q2 | $6K | Hold |
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|
2025
Q1 | $5.67K | Hold |
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|
2024
Q4 | $5.79K | Hold |
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|
2024
Q3 | $5.47K | Hold |
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|
2024
Q2 | $4.95K | Hold |
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|
2024
Q1 | $5.08K | Hold |
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|
2023
Q4 | $4.63K | Hold |
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|
2023
Q3 | $4.05K | Hold |
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|
2023
Q2 | $4.03K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7.61K | Hold |
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|
2019
Q4 | $12.1K | Buy |
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