Cottonwood Capital Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Sell |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $348K | Hold |
|
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|
2024
Q3 | $346K | Sell |
|
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|
2024
Q2 | $381K | Hold |
|
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $316K | Buy |
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