CX Institutional’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 | $257K | Sell |
4,585
-14,678
| -76% | -$823K | 0.01% | 547 |
|
|
2025
Q1 | $1.02M | Buy |
+19,263
| New | +$1.02M | 0.04% | 263 |
|
|
2023
Q4 | – | Sell |
-5,868
| Closed | -$222K | – | 545 |
|
|
2023
Q3 | $222K | Buy |
+5,868
| New | +$222K | 0.01% | 459 |
|
|
2023
Q1 | – | Sell |
-35,821
| Closed | -$1.47M | – | 514 |
|
|
2022
Q4 | $1.47M | Buy |
35,821
+17,684
| +98% | +$724K | 0.09% | 223 |
|
|
2022
Q3 | $668K | Sell |
18,137
-27,183
| -60% | -$1M | 0.05% | 311 |
|
|
2022
Q2 | $1.76M | Buy |
+45,320
| New | +$1.76M | 0.13% | 186 |
|
|
2018
Q4 | – | Sell |
-2,967
| Closed | -$95K | – | 541 |
|
|
2018
Q3 | $95K | Buy |
+2,967
| New | +$95K | 0.03% | 150 |
|