Concurrent Investment 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 | $217K | Sell |
3,877
-18,010
| -82% | -$1.01M | ﹤0.01% | 1221 |
|
|
2025
Q1 | $1.16M | Sell |
21,887
-24,100
| -52% | -$1.28M | 0.03% | 495 |
|
|
2024
Q4 | $2.49M | Sell |
45,987
-1,895
| -4% | -$103K | 0.07% | 276 |
|
|
2024
Q3 | $2.45M | Buy |
47,882
+2,042
| +4% | +$104K | 0.07% | 259 |
|
|
2024
Q2 | $2.12M | Buy |
45,840
+1,612
| +4% | +$74.6K | 0.07% | 258 |
|
|
2024
Q1 | $2.1M | Sell |
44,228
-35,861
| -45% | -$1.7M | 0.08% | 236 |
|
|
2023
Q4 | $3.47M | Buy |
+80,089
| New | +$3.47M | 0.16% | 148 |
|