Carson Wealth (CWM LLC)’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 | $3.92M | Buy |
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|
2025
Q2 | $3.6M | Sell |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $297K | Hold |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $648K | Buy |
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|
2018
Q3 | $317K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $23K | Buy |
|