Choice Wealth 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 | $2.28M | Hold |
40,601
| – | – | 1.03% | 16 |
|
|
2025
Q1 | $2.15M | Sell |
40,601
-506
| -1% | -$26.8K | 1.12% | 15 |
|
|
2024
Q4 | $2.23M | Sell |
41,107
-919
| -2% | -$49.7K | 1.14% | 15 |
|
|
2024
Q3 | $2.15M | Sell |
42,026
-78
| -0.2% | -$3.99K | 1.07% | 17 |
|
|
2024
Q2 | $1.95M | Sell |
42,104
-363
| -0.9% | -$16.8K | 1.03% | 17 |
|
|
2024
Q1 | $2.02M | Buy |
42,467
+4,732
| +13% | +$225K | 1.22% | 15 |
|
|
2023
Q4 | $1.63M | Sell |
37,735
-587
| -2% | -$25.4K | 1.01% | 16 |
|
|
2023
Q3 | $1.45M | Sell |
38,322
-833
| -2% | -$31.5K | 1.02% | 15 |
|
|
2023
Q2 | $1.48M | Buy |
39,155
+1,536
| +4% | +$57.9K | 1% | 15 |
|
|
2023
Q1 | $1.4M | Hold |
37,619
| – | – | 1.02% | 15 |
|
|
2022
Q4 | $1.54M | Sell |
37,619
-929
| -2% | -$38.1K | 1.16% | 17 |
|
|
2022
Q3 | $1.42M | Buy |
+38,548
| New | +$1.42M | 1.19% | 15 |
|
|
2022
Q2 | – | Sell |
-41,084
| Closed | -$1.84M | – | 41 |
|
|
2022
Q1 | $1.84M | Buy |
41,084
+20,001
| +95% | +$894K | 1.46% | 12 |
|
|
2021
Q4 | $976K | Buy |
+21,083
| New | +$976K | 0.72% | 14 |
|