CAPTRUST Financial Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $312K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $160K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $37K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $91K | Hold |
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|
2018
Q4 | $81K | Hold |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $118K | Hold |
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|
2018
Q1 | $98K | Sell |
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|
2017
Q4 | $158K | Hold |
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|
2017
Q3 | $138K | Buy |
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