Coppell Advisory Solutions’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 | $213K | Buy |
+3,835
| New | +$213K | 0.03% | 346 |
|
|
2025
Q1 | – | Sell |
-3,828
| Closed | -$207K | – | 908 |
|
|
2024
Q4 | $207K | Sell |
3,828
-15,824
| -81% | -$857K | 0.03% | 269 |
|
|
2024
Q3 | $1M | Sell |
19,652
-2,084
| -10% | -$106K | 0.15% | 122 |
|
|
2024
Q2 | $1.01M | Buy |
+21,736
| New | +$1.01M | 0.17% | 113 |
|
|
2023
Q4 | $120K | Buy |
2,768
+2,460
| +799% | +$106K | 0.02% | 332 |
|
|
2023
Q3 | $12.6K | Sell |
308
-119,368
| -100% | -$4.89M | ﹤0.01% | 576 |
|
|
2023
Q2 | $4.51M | Buy |
119,676
+106,815
| +831% | +$4.02M | 1.27% | 14 |
|
|
2023
Q1 | $473K | Buy |
12,861
+12,553
| +4,076% | +$462K | 0.16% | 127 |
|
|
2022
Q4 | $12.6K | Buy |
+308
| New | +$12.6K | ﹤0.01% | 579 |
|