Cyndeo Wealth Partners’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 | $416K | Hold |
2,642
| – | – | 0.02% | 327 |
|
2025
Q1 | $349K | Hold |
2,642
| – | – | 0.02% | 340 |
|
2024
Q4 | $392K | Hold |
2,642
| – | – | 0.03% | 331 |
|
2024
Q3 | $366K | Hold |
2,642
| – | – | 0.03% | 340 |
|
2024
Q2 | $360K | Hold |
2,642
| – | – | 0.03% | 318 |
|
2024
Q1 | $356K | Hold |
2,642
| – | – | 0.03% | 306 |
|
2023
Q4 | $338K | Hold |
2,642
| – | – | 0.03% | 294 |
|
2023
Q3 | $294K | Hold |
2,642
| – | – | 0.03% | 280 |
|
2023
Q2 | $304K | Hold |
2,642
| – | – | 0.03% | 266 |
|
2023
Q1 | $278K | Sell |
2,642
-157
| -6% | -$16.5K | 0.03% | 274 |
|
2022
Q4 | $256K | Buy |
+2,799
| New | +$256K | 0.03% | 271 |
|