CIA
Concurrent Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Sell |
4,157
-3,851
| -48% | -$606K | 0.01% | 748 |
|
|
2025
Q1 | $1.06M | Sell |
8,008
-11,131
| -58% | -$1.47M | 0.03% | 533 |
|
|
2024
Q4 | $2.84M | Sell |
19,139
-259
| -1% | -$38.5K | 0.08% | 253 |
|
|
2024
Q3 | $2.69M | Buy |
19,398
+1,148
| +6% | +$159K | 0.08% | 239 |
|
|
2024
Q2 | $2.49M | Buy |
18,250
+1,193
| +7% | +$163K | 0.08% | 231 |
|
|
2024
Q1 | $2.3M | Sell |
17,057
-10,673
| -38% | -$1.44M | 0.09% | 225 |
|
|
2023
Q4 | $3.55M | Buy |
+27,730
| New | +$3.55M | 0.17% | 142 |
|