Convergence Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Buy |
+1,305
| New | +$205K | 0.04% | 176 |
|
2025
Q1 | – | Sell |
-1,621
| Closed | -$241K | – | 169 |
|
2024
Q4 | $241K | Sell |
1,621
-1,697
| -51% | -$252K | 0.05% | 141 |
|
2024
Q3 | $460K | Buy |
3,318
+455
| +16% | +$63.1K | 0.1% | 96 |
|
2024
Q2 | $390K | Buy |
2,863
+1,083
| +61% | +$148K | 0.1% | 106 |
|
2024
Q1 | $240K | Buy |
+1,780
| New | +$240K | 0.1% | 48 |
|