Creative Planning’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Sell |
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|
2025
Q2 | $936K | Sell |
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|
2025
Q1 | $943K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $955K | Buy |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $247K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $441K | Buy |
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|
2017
Q2 | $424K | Buy |
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|
2017
Q1 | $68K | Sell |
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|
2016
Q4 | $120K | Sell |
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|
2016
Q3 | $109K | Buy |
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|
2016
Q2 | $22K | Buy |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $279K | Buy |
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|
2014
Q3 | $3K | Sell |
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|
2014
Q2 | $467K | Sell |
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|
2014
Q1 | $873K | Buy |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Sell |
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|
2013
Q2 | $141K | Buy |
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