Cyndeo Wealth Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,691
| Closed | -$212K | – | 390 |
|
|
2023
Q4 | $212K | Hold |
12,691
| – | – | 0.02% | 353 |
|
|
2023
Q3 | $221K | Hold |
12,691
| – | – | 0.02% | 312 |
|
|
2023
Q2 | $198K | Sell |
12,691
-5,315
| -30% | -$83.1K | 0.02% | 317 |
|
|
2023
Q1 | $279K | Sell |
18,006
-406,098
| -96% | -$6.3M | 0.03% | 273 |
|
|
2022
Q4 | $7.25M | Buy |
+424,104
| New | +$7.25M | 0.85% | 27 |
|