Carson Wealth (CWM LLC)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $975K | Buy |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $997K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $892K | Hold |
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|
2023
Q2 | $924K | Buy |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $672K | Sell |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $972K | Sell |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q2 | $18.1M | Hold |
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|
2021
Q1 | $18.1M | Hold |
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|
2020
Q4 | $18.1M | Hold |
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|
2020
Q3 | $18.1M | Hold |
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|
2020
Q2 | $18.1M | Hold |
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|
2020
Q1 | $18.1M | Hold |
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|
2019
Q4 | $18.1M | Hold |
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|
2019
Q3 | $18.1M | Hold |
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|
2019
Q2 | $18.1M | Hold |
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|
2019
Q1 | $18.1M | Sell |
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|
2018
Q4 | $18.5M | Buy |
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|
2018
Q3 | $14.7M | Buy |
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|
2018
Q2 | $8.85M | Buy |
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|
2018
Q1 | $6.83M | Buy |
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|
2017
Q4 | $5.88M | Buy |
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