CAN
Claraphi Advisory Network’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.15M | Buy |
67,404
+32,601
| +94% | +$557K | 0.46% | 72 |
|
|
2022
Q3 | $543K | Sell |
34,803
-780
| -2% | -$12.2K | 0.29% | 94 |
|
|
2022
Q2 | $525K | Buy |
35,583
+845
| +2% | +$12.5K | 0.18% | 132 |
|
|
2022
Q1 | $553K | Buy |
+34,738
| New | +$553K | 0.16% | 141 |
|
|
2020
Q3 | – | Sell |
-60,960
| Closed | -$401K | – | 272 |
|
|
2020
Q2 | $401K | Buy |
+60,960
| New | +$401K | 0.17% | 127 |
|