Claro 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 | $324K | Buy |
5,773
+360
| +7% | +$20.2K | 0.05% | 274 |
|
|
2025
Q1 | $287K | Buy |
+5,413
| New | +$287K | 0.04% | 393 |
|
|
2019
Q4 | – | Sell |
-6,689
| Closed | -$213K | – | 175 |
|
|
2019
Q3 | $213K | Buy |
+6,689
| New | +$213K | 0.19% | 148 |
|
|
2019
Q1 | – | Sell |
-550
| Closed | -$18K | – | 448 |
|
|
2018
Q4 | $18K | Buy |
+550
| New | +$18K | 0.01% | 565 |
|